The 2024 U.S. elections – Part III: Some final thoughts on fiscal spending and the Fed

The 2024 U.S. elections – Part III: Some final thoughts on fiscal spending and the Fed

 October 29, 2024 |Counsel Views – Fall 2024
This is the third report of a four-part series on the 2024 U.S. general election. Part I and Part II are available for review In the following update, we look at where the U.S. election race stands today and provide our thoughts on the interplay between...
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The Last Word: Prophecies, promise and peril: the double-sided “cyber coin” that is AI

The Last Word: Prophecies, promise and peril: the double-sided “cyber coin” that is AI

 October 11, 2024 |Counsellor Quarterly – Fall 2024
The rapid and exciting evolution of Artificial Intelligence (AI) will bring with it many tools we can use to improve and enhance our lives. But we must also beware: amongst the many risks that AI presents, it also provides “promise” and opportunity to...
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Living to 100: The longevity challenge and your portfolio

Living to 100: The longevity challenge and your portfolio

 October 11, 2024 |Counsellor Quarterly – Fall 2024
With Canadians living increasingly longer lives, we are experiencing new and unfamiliar challenges as we age – from health, to wealth, to well-being – that require thoughtful solutions and planning to overcome. For many of us, longevity is a blessing...
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The President’s Message

The President’s Message

 October 11, 2024 |Counsellor Quarterly – Fall 2024
Economies have demonstrated resilience in the face of restrictive monetary conditions and inflation has now cooled sufficiently to prompt central-bank rate cuts. The global economy has managed to continue to grow, reinforcing our view that a recession...
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Around the world in 80 seconds

Around the world in 80 seconds

 October 11, 2024 |Counsellor Quarterly – Fall 2024
Canada With inflation now largely contained and within their target range of 1% to 3%, the Bank of Canada has moved steadily, if cautiously, over the summer to bring down their trend-setting overnight rate from 5.00% to 4.25% with three sequential quarter-point...
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The 2024 U.S. elections – Part II: “Childless Cat Lady” takes on “Covfefe”

The 2024 U.S. elections – Part II: “Childless Cat Lady” takes on “Covfefe”

 October 11, 2024 |Counsel Views – Fall 2024
This is the second report of a four-part series on the 2024 U.S. general election. Part I is available for review. Updates and recent developments With the U.S. elections over a month away, we thought it would be a good time to provide an update on recent...
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The Last Word: The legacy of literacy

 April 13, 2023 |Counsellor Quarterly – Spring 2023
Investing in our children’s financial knowledge can build a legacy that pays dividends for years to come For many of us, our teenage years included “The Talk” with Mom, Dad or both. As awkward and uncomfortable as that conversation could be, there are...
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Three ways to leave a legacy through charitable giving

 April 13, 2023 |Counsellor Quarterly – Spring 2023
Take a proactive approach to make the most of your family’s charitable legacy As Canadians, we support causes important to us in many ways, whether it’s by giving our time, expertise, or money. But charitable giving is something that we often leave until...
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Recession-proof your portfolio with the three Rs

 April 13, 2023 |Counsellor Quarterly – Spring 2023
What do you do with your investment portfolio when you hear the infamous “R” word – recession? It’s easy. Just follow the three Rs: Review, rebalance and relax. Recession: A nasty nine-letter word The strong post-pandemic economic boom – combined with...
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Market Insights: Update on and outlook for global fixed income markets

Market Insights: Update on and outlook for global fixed income markets

 April 13, 2023 |Counsellor Quarterly – Spring 2023
Authors: Soo Boo Cheah, MBA, CFA, Senior Portfolio Manager, RBC Global Asset Management (UK) Ltd.; Joanne Lee, MFin, CFA, Senior Portfolio Manager, RBC Global Asset Management Inc.; Taylor Self, MBA, CFA, Portfolio Manager, RBC Global Asset Management...
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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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