Fed rate cuts on the horizon

Fed rate cuts on the horizon

August 30, 2024 |Joseph Wu, CFA

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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Generative artificial intelligence: enablers and adopters

Generative artificial intelligence: enablers and adopters

August 23, 2024 |Frédérique Carrier

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.

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North American labour markets: Past the point of no return?

North American labour markets: Past the point of no return?

August 16, 2024 |Josh Nye

Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.

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Nagging questions facing equity markets

Nagging questions facing equity markets

August 09, 2024 |Kelly Bogdanova

Four unresolved issues related to the selloff stand to hold sway over stocks. More volatility is likely, and we favor a defensive tilt in equity portfolios, focusing on high-quality shares that can better withstand further economic deterioration.

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Global equity: Offense still on the field; defense ready for the call

Global equity: Offense still on the field; defense ready for the call

August 09, 2024 |Jim Allworth

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

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Stock market selloff: A “growth scare,” or more?

Stock market selloff: A “growth scare,” or more?

August 06, 2024 |Kelly Bogdanova

Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.

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The Fed waits, but is it too late?

The Fed waits, but is it too late?

August 02, 2024 |Thomas Garretson, CFA

As expected, the Fed held off on a rate cut this week. But as policymakers await more economic data before a likely September rate cut, the data may already be signaling the central bank is too late.

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A guide to family meetings: Five tips to consider

A guide to family meetings: Five tips to consider

July 31, 2024 |RBC Wealth Management

These strategies can help make family meetings an effective tool in wealth-transfer planning.

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Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

July 31, 2024 |RBC Wealth Management

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

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What dueling data and the Fed’s dual mandate mean for interest rate cuts

What dueling data and the Fed’s dual mandate mean for interest rate cuts

July 25, 2024 |Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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