The Last Word: Scaling your summit – together

The Last Word: Scaling your summit – together

 July 18, 2024 |Counsellor Quarterly – Summer 2024
Whatever your goals and the challenges you face in achieving them, having the right team to help ensure you get to your personal “summit” can make all the difference. Our team’s experience, breadth of knowledge, deep expertise and global reach can smooth...
Read more
Gain changer

Gain changer

 July 18, 2024 |Counsellor Quarterly – Summer 2024
The federal government’s new capital gains inclusion rates mean that, in certain circumstances, Canadians will now be paying more tax on their gains from capital asset transactions. For many investors, this will be a game – and net gain – changer. Here...
Read more
Market Update - Global fixed income markets

Market Update - Global fixed income markets

 July 18, 2024 |Counsellor Quarterly – Summer 2024
Authors: Soo Boo Cheah, MBA, CFA Managing Director & Senior Portfolio Manager RBC Global Asset Management (UK) Limited. Joanne Lee, MFin, CFA Senior Portfolio Manager RBC Global Asset Management Inc. Taylor Self, MBA, CFA Portfolio Manager RBC Global...
Read more
Around the world in 80 seconds

Around the world in 80 seconds

 July 18, 2024 |Counsellor Quarterly – Summer 2024
Canada The economy continued to struggle through the first half of the year, eking out only tepid growth while the employment picture continued to deteriorate. Canadian households are showing increasing signs of financial stress, as interest rate increases...
Read more
The President’s Message

The President’s Message

 July 18, 2024 |Counsellor Quarterly – Summer 2024
The global economy has managed to withstand higher interest rates and continue to grow, reinforcing our view that a recession can be avoided over the year ahead. We place the odds at 65% that economies manage a soft landing, with potentially two to five...
Read more
RBC Canadian Inflation Watch

Slowing inflation in June sets the table for a July rate cut from Bank of Canada

 July 16, 2024 |Claire Fan and Abbey Xu

The latest Business Outlook Survey largely confirmed further normalizing in a few key areas that the central bank has deemed critical to future inflation trends.

Read more
Proof point: Rental housing construction picks up in Canada but will it be enough?

Proof point: Rental housing construction picks up in Canada but will it be enough?

 July 03, 2024 |Rachel Battaglia
There hasn’t been this much rental housing under construction in Canada in a generation—which is encouraging news given the acute supply shortages across the country. But even more construction will be needed as rental demand continues to rise rapidly...
Read more

Gen AI: Is Canada ready?

 June 20, 2024 |Pascal Dessureault

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

Read more

Bank of Canada set to make the first interest rate cut of easing cycle

 June 04, 2024 |Nathan Janzen and Claire Fan
Evidence has continued to build that the current high level of interest rates is no longer needed. All ducks appear to be in a row for the Bank of Canada (BoC) to kick-start the policy easing cycle and lower the overnight rate by 25 basis points to 4...
Read more

Does your family have a succession plan? Tips for maintaining harmony

 May 01, 2024 |RBC Wealth Management

Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.

Read more
Previous
Next

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.

Read more

Categories

Archives