An evolving investment landscape

An evolving investment landscape

February 29, 2024 |Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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U.S. debt: Not living on borrowed time

U.S. debt: Not living on borrowed time

December 08, 2023 |Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

November 22, 2023 |RBC Family Office Services

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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group of people sitting around a table in page

How the family office is redefining itself in the age of uncertainty

November 14, 2022 |RBC Family Office Services

Agile, growth-focused moves by family offices in the last two years have helped enterprising families grow their wealth and expand their legacy.

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Parliament hill in page

2022 Fall Economic Statement: Key measures that may have a direct impact on you

November 03, 2022 |RBC Family Office Services

We analyze the 2022 Fall Economic Statement and summarize the measures that may affect Canadians and their families.

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proof point logo in page with blur and yellow arrows facing east

Proof Point: The housing-charged boom in Canadian net wealth is over

October 26, 2022 |Nathan Janzen and Carrie Freestone

The decline in household wealth comes at a time when Canadians are already feeling the squeeze of higher inflation and rising interest rates.

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Does slowing growth have a silver lining for fixed income investors?

June 30, 2022 |Atul Bhatia, CFA

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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