pot-on-stovetop-with-flame-underneath-in-page

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
front view of a red race car on a track

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

Feb 18, 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
tunnel-roadway-through-foggy-green-mountain-terrain

U.S. earnings dropping positive hints despite COVID-19 challenges

Jan 22, 2021 |Kelly Bogdanova

The outline of the Q4 2020 earnings picture is encouraging. The market may take a breather in the near term, but the long-term setup is constructive.

Read more
woman-looking-at-ads-in-real-estate-office-window-in-page

More income ahead for fixed income markets?

Jan 14, 2021 |Thomas Garretson, CFA

Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.

Read more
Treasury-Department-Building-in-Washington-DC

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
united-states-capitol-building-from-the-senate-in-page

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

Mar 26, 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
Bundle of money stuffed in a glass jar

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
stacks of euro money bundles

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
Checking stock market data on a tablet

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