Bi-weekly Update May 10 2022

May 10, 2022 |Thomas Donnelly

In light of recent volatility, we share some perspectives on recent turbulence, inflation expectations, and the silver lining that has emerged this year.

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Bi-weekly Update April 29 2022

April 29, 2022 |Thomas Donnelly

We discuss takeaways from the earnings season which is at the halfway mark, and provide our thoughts on the technology sector which has been in the spotlight.

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Semi-monthly Update March 18th 2022

March 18, 2022 |Thomas Donnelly

We discuss recent market action, the situation in Ukraine, and the rate hiking campaign that the Fed has begun.

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Semi-monthly Update March 4th 2022

March 04, 2022 |Thomas Donnelly

The jobs of the central banks have become more complex given the Ukraine/Russia situation.

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Semi-monthly Update February 18th 2022

February 18, 2022 |Thomas Donnelly

We discuss the bond market woes and why some opportunities at the margin to reposition portfolios are starting to emerge.

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Semi-monthly Update February 4th 2022

February 04, 2022 |Thomas Donnelly

We discuss the tug of war taking place between rising rates and earnings and the mixed bag of results from the tech sector.

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Semi-monthly Update January 21st 2022

January 21, 2022 |Thomas Donnelly

We discuss the poor start to the year and why investors will have to lean on earnings growth to drive returns.

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Semi-monthly Update January 7th 2022

January 07, 2022 |Thomas Donnelly

Happy new year. This week we discuss why most investors may be feeling a case of déjà vu.

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Semi-monthly Update November 12th 2021

November 15, 2021 |Thomas Donnelly

We discuss why investors shouldn’t fret about interest rate hikes, at least in the year ahead.

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Semi-monthly Update October 29th 2021

October 29, 2021 |Thomas Donnelly

The earnings season has been good enough to propel markets higher of late. But it has also highlighted how real the shortages are with respect to materials and labour.

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Global Insight Monthly

Download The Global Insight Monthly for an in-depth review on:

  • Major market moves this month
  • RBC's investment stance
  • Global equity and fixed income analysis
  • Leading market index performance
  • Economic indicators
  • Currency and commodity markets
  • Key forecasts
  • Upcoming events to watch

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Global Insight 2022 Midyear Outlook

Download the Global Insight 2022 Midyear Outlook for an in-depth review on:

  • Equity investing for the next 10 years
  • A different kind of debt mountain
  • Green energy transformation: Opportunities and realities
  • Xi-ism faces the challenges of China’s economic evolution
  • RBC’s investment stance

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