Semi-monthly Update October 1st 2021

Oct 01, 2021 |Thomas Donnelly

Volatility is back. We discuss the U.S. debt limit, China and its Evergrande situation, and the sharp move higher in bond yields.

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The future of proxy voting and oil

Sep 14, 2021 |RBC Wealth Management

The second quarter of 2021 saw a seismic shift in the way large oil producers will operate going forward.

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ESG and the performance question

Sep 14, 2021 |RBC Wealth Management

Does ESG lead to outperformance?

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What is impact investing?

Sep 14, 2021 |RBC Wealth Management

When it comes to investing, many people seek only returns without thinking about what their money is supporting.

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Semi-monthly Update September 3rd 2021

Sep 03, 2021 |Thomas Donnelly

This week, we discuss the one equity market that has struggled relative to others this year: the emerging markets, with a particular focus on China.

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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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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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Pre-Weekend Update July 16th 2021

Jul 16, 2021 |Thomas Donnelly

We discuss the recent decline in bond yields, the growth outlook, and the second quarter earnings season which is now underway.

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Pre-Weekend Update July 2nd 2021

Jul 02, 2021 |Thomas Donnelly

With summer upon us, we take the opportunity to reflect on the current backdrop, which we expect to persist as we move into the second half of the year.

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Pre-Weekend Update May 21st 2021

May 21, 2021 |Thomas Donnelly

This week, we discuss the Canadian banks which are set to report quarterly results next week. Expectations are justifiably high. We share our thoughts on the group beyond the short-term.

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Global Insight Monthly

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  • Major market moves this month
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  • Key forecasts
  • Upcoming events to watch

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Global Insight 2021 Midyear Outlook

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  • Global equity
  • Regional equity
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  • Regional fixed income
  • Commodity
  • Currency 

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