When the Fed goes low, we go high

When the Fed goes low, we go high

May 29, 2020 |Thomas Garretson, CFA

The Fed is dusting off an obscure policy tool—yield curve control—as it ramps up efforts to keep Treasury yields low. So, we look to go where yields remain high—that is, high-yield corporates—and explore our shift to a positive outlook on the sector.

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RBC DS-GOLFCOURSE

Style guide

May 25, 2020 |Jay Zhang

Growth vs. value, it’s an age-old debate. Given the COVID-19 dynamics of today’s equity market, which style is more apropos?

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RBC DS-FOREST

Lopsided leadership

May 22, 2020 |Jay Zhang

It’s been a heady run for U.S. stocks off the bottom, yet at the same time the rally has had a distinct lack of diversity.

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Growth versus value investing in a COVID-19 world

Growth versus value investing in a COVID-19 world

May 21, 2020 |Kelly Bogdanova

While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.

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Audio commentary: The outlook for U.S. equity markets

Audio commentary: The outlook for U.S. equity markets

May 19, 2020 |Lori Calvasina and Janet Engels

RBC Capital Markets’ Head of U.S. Equity Strategy offers her perspective on the rebound and beyond.

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RBC DS-HOUSE

Trade tantrum?

May 15, 2020 |Jay Zhang

As if economies and markets didn’t already have their hands full, U.S.-China trade tensions have been rekindled. While it’s unlikely a new, full-blown trade war will be unleashed, the two rivals are likely to lock horns over the next few months. This

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U.S. stock market rally: Lopsided leadership

May 15, 2020 |Kelly Bogdanova

The rally’s narrowness doesn’t negate the move, and if the bottoming process is for real we should see more inclusive participation in months ahead.

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Audio commentary: Checking in on Internet trends with Mark Mahaney

May 13, 2020 |Mark Mahaney

Top-ranked Internet analyst Mark Mahaney, Managing Director with RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the impact of COVID-19 on online trends.

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Two chess pieces

How rekindled trade tensions impact the investment outlook

May 07, 2020 |Frédérique Carrier

As if economies and markets didn’t already have their hands full, fresh U.S.-China trade tensions have added a layer of uncertainty to consider.

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The outlook for oil in a period of demand destruction

The outlook for oil in a period of demand destruction

May 05, 2020 |RBC Wealth Management

With oil prices in free fall as demand has evaporated into thin air, we look at what’s in store for the oil market.

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