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Should equity investors be optimistic in 2021?

May 07, 2021 |Kelly Bogdanova

Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.

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GreenTech: Transformation to a clean energy world

May 07, 2021 |Frédérique Carrier

We’re seeing a profound transition toward renewable energy, and with it the next normal. We explore four drivers underpinning GreenTech’s potential.

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The UK’s growth surge

Apr 30, 2021 |Frédérique Carrier

The UK’s economic outlook has acquired a healthier glow, but we’re eyeing some non-COVID wrinkles that could impact growth prospects and UK equities.

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Using blockchain to protect Canada’s freshwater lakes

Apr 28, 2021 |RBC Wealth Management

Pull up to a Lake Winnipeg beach on a hot summer's day and you'll feel you're experiencing a perfect day at the ocean. Water shimmers in every direction.

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Impact of the Biden corporate tax hikes for earnings and the stock market

Apr 23, 2021 |Kelly Bogdanova

While higher rates will eat into corporate profits, we explain why they won’t be the make-or-break factor for U.S. equity performance.

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Have we seen the top for yields?

Apr 15, 2021 |Thomas Garretson, CFA

The economic data through April has been good news, but the drop in global yields suggests the opposite. We provide our thoughts.

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Infrastructure, inflation, and a possible Fed policy rethink

Apr 09, 2021 |Atul Bhatia, CFA

While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.

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Are Treasury yields rising for all of the right reasons?

Apr 06, 2021 |Thomas Garretson, CFA

Rising yields signal robust growth as inflation fears lurk. How the Fed’s new policy framework plays out will be a fascinating experiment for markets.

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SusTech: Sustainability through technology

Apr 06, 2021 |Frédérique Carrier

Technologies that mitigate sustainability challenges are likely to see long-lasting waves of growth, creating long-term investment opportunities.

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The Fed’s new policy playbook for a new era

Mar 19, 2021 |Thomas Garretson, CFA

The Fed confirmed that no matter how robust the outlook may be, policy will depend on realized results. Let the reign of a new policy framework begin.

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