RBC Global Asset Management - Spring 2024 Outlook

April 10, 2024 |Jeremy Goldfarb
In the latest outlook publication from RBC GAM, our experts discuss emerging themes for the economy, capital markets, and global currencies. One interesting observation from our chief economist (Eric Lascelles) involves a discussion around global population...
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The Canadian Stock Market vs Canadian Residential Real Estate

February 21, 2024 |Jeremy Goldfarb
First thought? A flawed comp, but many people talk about it, so why not. The investment performance of real estate vs the stock market (or vs any other asset class for that matter), is a discussion I have had in meetings, at dinner gatherings, on vacation...
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High interest rate = high returns? Taxman says......

February 07, 2024 |Jeremy Goldfarb
When I started writing this, I did not think it would be as wordy. I apologize in advance, but this is valuable information, that is better explained with some degree of detail. As interest rates rose rapidly over the past 18 months, the appeal of investments...
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Investor biases - sound familiar?

January 31, 2024 |Jeremy Goldfarb
It's that time again! Generally I circle back to this topic once every year, to highlight some of the complications associated with being a successful investor. Even that statement in and of itself, is complicated. What does it actually mean to be a successful...
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Mortgage renewal cycle: Hurricane or Passing Showers

January 10, 2024 |Jeremy Goldfarb
I'm sure the subject has come up in your house. Or maybe out for dinner with friends, or family. Life has become increasingly expensive over the last few years. Inflation headlines, increases to interest rates, staring at that grocery bill wondering why...
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Weight loss drugs: Impacts you never thought of

Weight loss drugs: Impacts you never thought of

October 19, 2023 |Jeremy Goldfarb
There has been constant chatter on the potential impact of GLP-1 drugs, in the battle against obesity. In fact, the growing volume of this chatter makes it awfully hard to go a day, without seeing a commercial, or thought piece on the matter. If you are...
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Attention First Time Home Buyers: The FHSA

Attention First Time Home Buyers: The FHSA

September 20, 2023 |Jeremy Goldfarb
Young investors! Do you dream of one day owning your first home? Seasoned investors. Do you know a young investor in your life that one day dreams of owning their first home? This post is for you. New in 2023, allow me to introduce you to the First Home...
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Winning streak south of the border

Winning streak south of the border

July 27, 2023 |Jeremy Goldfarb
The Dow (DJIA) posted its longest winning streak since 1987, finishing in the green for the 13th straight session. Over that period, the index has gained about 5%. Given the expected open today, the winning streak could be extended to a 14th session,...
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Titan - the thirst for adventure, and the cost

Titan - the thirst for adventure, and the cost

June 22, 2023 |Jeremy Goldfarb
Today's post is one of those that is not investment centric in any way. I suppose I could go into some metaphorical comparative of risk/reward, and how investment management is the same tradeoff analysis, but I won't. I am simply fascinated by the story...
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US interest rates: A realistic alternative

US interest rates: A realistic alternative

June 08, 2023 |Jeremy Goldfarb
For today, just a chart and 3 quick points. Check out the journey US interest rates have been on, and where they are now! The 3 points 1- with the exception of a minor blip, interest rates have been basement dwellers for almost 2 decades. 2- there is...
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