Is record use of the Fed’s reverse repo facility a sign of market stress?

Aug 27, 2021 |Thomas Garretson, CFA

While some fear pressures are building under the surface, we see the drivers as rather mundane and expect conditions to normalize later this year.

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Semi-monthly Update August 20th 2021

Aug 20, 2021 |Thomas Donnelly

We discuss the relatively resilient summer that’s been for the markets in the face of a number of uncertainties and why investors may want to temper their expectations for investment returns going forward.

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Are China headwinds pressuring the Asian equity outlook?

Aug 20, 2021 |Frédérique Carrier & Jasmine Duan

As China pushes on with a regulatory crackdown and battles a COVID-19 outbreak, how should investors position Asia ex-Japan equities in portfolios?

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The U.S. infrastructure and budget bills, and what comes next

Aug 13, 2021 |Kelly Bogdanova

The infrastructure bill is near the finish line, while budget wrangling is on tap. As the legislation is debated, we look at the various scenarios.

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What’s pushing U.S. stocks to climb the wall of worry?

Aug 06, 2021 |Kelly Bogdanova

Challenges are coming at the stock market from different directions, but the rally continues. We look at the great motivator for equity performance.

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Green metals: Industrial commodities in a decarbonising world

Aug 03, 2021 |RBC Wealth Management

As the global economic transition to clean energy accelerates, is the recent price surge in critical metals the start of a long-term uptrend?

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Semi-monthly Update July 30th 2021

Aug 03, 2021 |Thomas Donnelly

We discuss the earnings season and outlook for the tech sector given its influence on global markets.

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Global Insight Monthly

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Global Insight 2021 Midyear Outlook

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  • Global equity
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  • Regional fixed income
  • Commodity
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