2024 presidential election update: Key things to know about U.S. elections & the market

Audio commentary: 2024 presidential election update: Key things to know about U.S. elections & the market

March 15, 2024 |Kelly Bogdanova & Tylar Lunke
What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger drivers of stock prices than the election? Kelly Bogdanova, Co-chair of RBC’s Global Portfolio Advisory Committee, and...
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The importance of focusing on time horizon

The importance of focusing on time horizon

March 14, 2024 |Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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Is the U.S. equity market getting bubbly again?

March 08, 2024 |Kelly Bogdanova

A growing chorus on Wall Street is warning an AI-led bubble may be forming. While a near-term pullback can’t be ruled out, we argue this is not Tech Bubble 2.0.

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BoC holds rates steady in March

BoC holds rates steady in March

March 07, 2024 |Claire Fan, Economist, Royal Bank of Canada

The Bank of Canada (BoC) held the overnight rate unchanged for a fifth consecutive meeting, extending a pause that started after the last hike in July last year. 

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Key things to know about U.S. elections

Key things to know about U.S. elections

March 06, 2024 |Kelly Bogdanova

As presidential elections have become more contentious, perceptions have risen that the stock market’s fate can hang in the balance depending on who wins. There are four principles investors should keep in mind.

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A worldwide wave of elections

A worldwide wave of elections

March 06, 2024 |Frédérique Carrier

2024 marks a case of rare planetary alignment, with close to half the world’s population heading to the polls. While the brightest spotlight will fall on the U.S. election, we focus on elections beyond the U.S. and why they matter to investors.

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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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Proof Point: Weak productivity is threatening Canada’s post-pandemic wage growth

February 28, 2024 |Nathan Janzen
Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour shortages earlier in the pandemic recovery. Now lagging productivity in Canada (along with a softening labour market...
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Shaking up corporate Japan

Shaking up corporate Japan

February 22, 2024 |Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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RBC Canadian Inflation Watch

Canadian inflation outlook still murky but January CPI growth slowed

February 20, 2024 |Nathan Janzen and Abbey Xu
Canadian inflation outlook still murky but January CPI growth slowed Year-over-year CPI growth slowed to 3.2% in January from 3.4% in December. Energy and food price growth slowed, but the Bank of Canada’s preferred core measures of broader price pressure...
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