Can this volatile stock market regain momentum?

May 13, 2022 |Kelly Bogdanova

Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.

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Is there more to Fed policy than taming high inflation?

May 06, 2022 |Thomas Garretson, CFA

Fed Chair Jerome Powell struck some surprisingly dovish notes this week. We look at the implications against a backdrop of economic uncertainty.

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When will inflation start to recede?

May 05, 2022 |Jim Allworth

RBC Global Asset Management chief economist Eric Lascelles discusses the factors behind surging inflation, and the economy’s prospects from here.

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What’s behind the stock market slump?

April 28, 2022 |Kelly Bogdanova

With stock markets in another funk, we discuss the overt challenges, some other risks in the background, and what this spells for the equity outlook.

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Is the U.S. dollar losing its global appeal?

April 14, 2022 |Alan Robinson

We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.

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Is the market overreacting to the inverted yield curve?

April 08, 2022 |Atul Bhatia, CFA

We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.

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Will economic turbulence disrupt global equity markets?

April 05, 2022 |Jim Allworth

We take a fresh look at the seven key leading indicators that make up our U.S. recession scorecard, with an eye towards portfolio positioning.

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The Russia-Ukraine conflict and a new Europe in the making

April 05, 2022 |Frédérique Carrier

The conflict is driving a transformation of the EU’s economic and geopolitical order. Despite the dark cloud over Europe today, opportunities remain.

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Why the U.S. and Canada can weather the economic shock from the Russia-Ukraine conflict

April 01, 2022 |Kelly Bogdanova

Different regions are feeling different effects. Why are the U.S. and Canadian economies more resilient, and how does that factor into equity portfolios?

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What could shape portfolio performance over the next year?

March 24, 2022 |Joseph Wu, CFA

As market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.

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