How will COVID-19 impact globalization and international trade?

Sep 24, 2020 |Alan Robinson

The pandemic has dealt a blow to globalization from which it may not fully recover. We examine possible beneficiaries of this new normal.

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American flag on building

The Fed’s shifting inflation strategy

Sep 17, 2020 |Thomas Garretson, CFA

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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5G communications networks: Enabling next-generation technology

Sep 14, 2020 |Dan Smith, CFA

The 5G rollout should lead to a meaningful increase in communications equipment sales growth and more widespread adoption of cutting-edge technology.

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Tech sector selloff: Is there more to come?

Sep 10, 2020 |Frédérique Carrier, Kelly Bogdanova

And just like that the script has flipped. Is this is a healthy correction? We unpack the market’s move and what it means for portfolio strategy.

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Manufacturing factory

Automation advancements lead to new products and higher productivity

Sep 10, 2020 |Dan Smith, CFA

Advancements in computing power and mechanical technology can lower manufacturers’ costs, and bring added quality and customization to their products.

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New York City financial district

Why resilient companies are key for portfolio construction

Sep 08, 2020 |Alan Robinson

The stock performance of resilient companies has shone through during the pandemic-induced market volatility of 2020.

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Investors working

Why the Dow’s makeover matters

Sep 03, 2020 |Kelly Bogdanova

We check out the Dow Jones Industrial Average’s fresh look, and explain what this says—or doesn’t say—about the economy as a whole.

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Airplane taking off

The COVID-19 upheaval and the future of travel and leisure

Sep 03, 2020 |Alan Robinson

Travel and leisure habits are likely to be permanently impacted by the pandemic. But some themes will persist and others may fill the leisure gap.

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Metal bull figures

How would a Biden blue wave impact sectors?

Sep 02, 2020 |RBC Wealth Management

If November sees a clean sweep for the Democrats, which sectors could emerge as the winners and losers?

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Investor trends: Cloud computing basics and benefits

Aug 28, 2020 |Portfolio Advisory Group

As work-from-home continues to be the new norm for many people, we examine why cloud computing has become more important for companies.

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