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There is more than one path to investing; we explain why the long-term plan may be the best option regarding bonds.
The central bank’s strengthened institutions should help the euro area weather this tightening cycle. We look at the portfolio implications.
The rough January has taken some of the air out of the U.S. market’s most expensive stocks. This is a good sign and supports our constructive outlook.
As the U.S. equity market faces headwinds including inflation and expected rate hikes, we look at the implications for portfolios.
We believe tighter policy may cause volatility, but it’s unlikely to feed a recession. We discuss why we’re constructive on equities and risk assets.
Faced with a challenging global economic environment, China is following its own path. We discuss near-term prospects and investment considerations.
Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.
Investors will have to adjust to different dynamics that are setting the tone for the coming year and beyond. We explore these and other key themes.
The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.
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.
If you have any questions about these articles or would like to have a conversation about your portfolio, please reach out to us. We would be happy to talk with you.