Managing Covid Outbreaks Key for the Path to Economic Recovery

Managing COVID outbreaks key for the path to economic recovery

July 10, 2020 |Josh Nye
Financial Markets Monthly - July 2020 The equity market rally that extended from late-March to early-June—pushing the S&P 500 within 5% of February’s record high—faded over the past month as investors balanced improving economic data with concerns about...
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Why investors shouldn’t be spooked by Q2 earnings

Why investors shouldn’t be spooked by Q2 earnings

July 10, 2020 |Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

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RBC Byron RBC Masonville

Market Update - Week of July 10, 2020

July 10, 2020 |Vito Finucci
This week we saw fairly stable market activity as economic data showed further improvement despite the ongoing rise in global coronavirus cases, and Canada came forward with an update on how the pandemic has impacted the country’s fiscal situation. Coronavirus...
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BoC surveys show expectations for gradual recovery

BoC surveys show expectations for gradual recovery

July 06, 2020 |Nathan Janzen
Business expectations for future sales, investment activity historically (but not unprecedentedly) low. Businesses report ability to ramp up production quickly, but concerns about demand will persist Household income/spending expectations lower, but both...
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The resilient Health Care sector in an election year

The resilient Health Care sector in an election year

July 06, 2020 |Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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Will COVID-19 force the auto sector into a U-turn

Will COVID-19 force the auto sector into a U-turn?

July 06, 2020 |Jim Allworth

It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?

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