What dueling data and the Fed’s dual mandate mean for interest rate cuts

What dueling data and the Fed’s dual mandate mean for interest rate cuts

 July 25, 2024 |Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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Inside the S&P 500: Time to pass the baton?

 July 19, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Weaving the threads of U.S. equity outperformance

Weaving the threads of U.S. equity outperformance

 July 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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Video: Three reasons Canadian investors should care about U.S. debt

Video: Three reasons Canadian investors should care about U.S. debt

 July 03, 2024 |RBC Wealth Management

Find out three ways U.S. debt can affect Canada.

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U.S. debt dilemma No quick fixes and no catastrophes

U.S. debt dilemma: No quick fixes and no catastrophes

 June 27, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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Positioning for inflation shocks

Positioning for inflation shocks

 February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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November Blog!

 November 07, 2023 |Lisa Thompson Family Wealth
Most of us are connected in some way to a soldier who fought for our country. For some, that soldier was a son or a daughter. For others it was a grandparent, an aunt or uncle, or even a friend or neighbor. Every November 11th, we pause as a nation to...
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October Blog

 October 05, 2023 |Lisa Thompson Family Wealth
It is hard to believe that we have turned the page to October…. with amazing July temperatures! With Thanksgiving around the corner, I often pause to reflect on how fortunate we are to work with an extraordinary group of clients, like yourselves, day...
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Summer Market Recap & Team News!

 September 07, 2023 |Lisa Thompson Family Wealth
With the last long weekend of the summer passing by, we hope that you were able to get outside and enjoy some sunshine and relaxation with family and friends! Market Update: The income is back in Fixed income. Sharply rising interest rates in recent years...
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As the U.S. hits the debt ceiling, what’s next for financial markets?

 January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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