Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

 May 01, 2024 |Nathan Janzen and Claire Fan
Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....
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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

 April 17, 2024 |RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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Black Friday spending surprised to the upside despite a softening macro backdrop

Black Friday spending surprised to the upside despite a softening macro backdrop

 December 11, 2023 |Carrie Freestone
Retail sales ticked up in November in the midst of the holiday shopping period. Even after adjusting for inflation, real retail sales (excluding autos) were tracking an increase relative to October. Clothing stores and gasoline were responsible for the...
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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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How women are giving back to support small business

 March 08, 2023 |RBC Wealth Management

We encourage women to embrace investing and philanthropy and to seek advice to ensure it aligns with their values and passions.

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The Global Investment Outlook

Economic data has been resilient, recession risks have diminished, and inflation has cooled sufficiently for central banks to consider cutting policy rates at some point this year. In this environment, sovereign bonds are appealing, and while stocks have surged as investors embraced the improved odds of an economic soft landing, demanding valuations in U.S. large-cap stocks may limit upside potential.

This Global Investment Outlook includes:

  • The recommended mix of cash, fixed income instruments, and equities.
  • The recommended global exposure of fixed income and equity portfolios.
  • The optimal term structure for fixed income investments.
  • The suggested sector and geographic make-up within equity portfolios.
  • The preferred exposure to major currencies.

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