Will the inflation surge impact equity markets?

May 14, 2021 |Kelly Bogdanova

The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.

Read more

Why are yields on the rise, and how could higher yields affect investors?

Feb 19, 2021 |Thomas Garretson, CFA

The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.

Read more

The Fed and monetary policy are on call to support the recovery

Aug 21, 2020 |Thomas Garretson, CFA

The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.

Read more

How the U.S. stimulus package blunts the coronavirus shock

Mar 27, 2020 |Kelly Bogdanova

Washington is doing whatever it takes and then some. We look at who gets what from the massive relief, and consider the impact for the economy.

Read more

Addressing Market Volatility

Mar 20, 2020 |RBC Dominion Securities Portfolio Advisory Group
It may be difficult to focus on the outlook for financial markets when the welfare of our clients, family, and friends is top of mind. Nevertheless, putting events that affect the markets into perspective is an important responsibility of ours – in good...
Read more

Central bank policies are in a race with the coronavirus

Mar 20, 2020 |Thomas Garretson, CFA

The Fed and global central banks are moving fast to keep the financial system running as economic activity risks slowing to a walk.

Read more

Fiscal stimulus joins the fight against the coronavirus

Mar 19, 2020 |Frédérique Carrier

We look at governments’ “antiviral injections” of cash, which are critical to buttress economies against the economic threats posed by the pathogen.

Read more

Market update: Going to extremes

Mar 17, 2020 |Kelly Bogdanova, Patrick McAllister, CFA and Mikhial Pasic, CFA

As more of North America and Europe shuts down in order to mitigate the rapid spread of COVID-19, a recession in both regions looks more likely.

Read more

Vise of volatility tightens

Mar 10, 2020 |Global Portfolio Advisory Committee

As if the further spread of coronavirus (COVID-19) wasn’t enough for equity and fixed income markets to contend with, the collapse in crude oil prices has exacerbated volatility and heightened economic uncertainties.

Read more

A week for the record books

Feb 28, 2020 |Global Portfolio Advisory Committee

After a brutal week for stocks, markets expect a flurry of Fed rate cuts. But already low Treasury yields are only moving to new record lows.

Read more