advisor looking at stock charts on computer

Recession or not, perspective is called for

June 30, 2023 |The Global Portfolio Advisory Committee

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

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man on phone sitting on bench

Rallies, recessions, and realistic thinking

June 27, 2023 |Jim Allworth

The S&P 500’s surge over the past nine months doesn’t feel to us like the start of a new bull market, but rather like the last leg of the current rally.

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for sale outside flats Glasglow

UK and Europe equities: Beyond the headlines

June 22, 2023 |Frédérique Carrier

Despite an overall muted outlook for the region, we see interesting opportunities in a range of sectors.

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Global Insight Weekly RBC Wealth Management

The Fed shifts into wait-and-see mode

June 16, 2023 |Thomas Garretson, CFA

The Fed wants time to assess more data, but what might that look like by the next decision? We unpack the Fed’s thinking and what it means for investors.

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Global Insight weekly

Mission critical: Securing supply of critical minerals

June 14, 2023 |Frédérique Carrier

Critical minerals are the building blocks of most modern technologies. We explore the drive for resilient supply chains and weigh the portfolio implications.

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businessman reading newspaper

Reading between the lines of the stock market rally

June 08, 2023 |Kelly Bogdanova and Ben Graham, CFA

The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?

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RBC Economics & Thought Leadership Daily Economic Update

Bank of Canada remains proactive with 25 bp rate hike

June 07, 2023 |Josh Nye, Senior Economist

Following a two meeting pause, the BoC resumed tightening with a 25 bp hike lifting the overnight rate to 4.75%

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globe and chess pieces

Worlds apart: Risks and opportunities as deglobalization looms

June 05, 2023 |Kelly Bogdanova

With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.

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federal building in the fog

The certainty of policy uncertainty

June 01, 2023 |Atul Bhatia, CFA

Recent events have put U.S. policymakers from the administration to Congress and the Fed in a bad light. What went wrong and what fixes can be made?

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