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• What’s next? – As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets.
• New normal, new opportunities – A compilation of a series of 15 articles published by a team of analysts at RBC Wealth Management examining long-term secular trends in a post-COVID-19 world.
• Global equity: More to come – For a global portfolio we are using this period of consolidation to move our recommended equity exposure up to a full benchmark weighting from a modest Underweight. While near-term risks are very much in evidence, we expect the economy’s progression from here will be shaped by larger forces at work.