Global Insight 2024 Outlook: Asia Pacific

November 28, 2023 |Jasmine Duan, Nicholas Gwee, CFA, Kennard Ling, and Shawn Sim

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

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Global Insight 2024 Outlook: Europe

November 28, 2023 |Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

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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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Canadian Inflation pressures showing further signs of easing

November 21, 2023 |Claire Fan, Economist, Royal Bank of Canada
Most of the drop in Canadian headline CPI growth to 3.1% year over year in October (just a touch above Bank of Canada’s 1% - 3% inflation target range) came from a 4.5% month over month decline in gasoline prices. That decline also pushed year-over-year...
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UK: Stagflation nation?

November 16, 2023 |Frédérique Carrier

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

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The chip industry’s reshoring revolution

The chip industry’s reshoring revolution

November 13, 2023 |Frédérique Carrier

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

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Big questions about 2024 earnings

November 09, 2023 |Kelly Bogdanova

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

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Fall market stuck in a low gear across Canada

November 07, 2023 |Robert Hogue and Rachel Battaglia

Fall market stuck in a low gear across Canada

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Will AI generate long-term equity performance?

Will AI generate long-term equity performance?

November 03, 2023 |Joseph Wu, CFA

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Bond math is more than yield

November 03, 2023 |Thomas Garretson, CFA

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?

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