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Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.
It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means for equity investors.
After a correction in Chinese markets, we see a long-term story of economic transition that should support equity investment across multiple sectors.
Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.
Europe’s economy is reviving faster than expected. We explore opportunities for European equities, which tend to outperform in cyclical upswings.
Central banks will eventually phase out the accommodative policies that have supported markets during the pandemic. Should investors be concerned?
The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.
Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.
We’re seeing a profound transition toward renewable energy, and with it the next normal. We explore four drivers underpinning GreenTech’s potential.
The UK’s economic outlook has acquired a healthier glow, but we’re eyeing some non-COVID wrinkles that could impact growth prospects and UK equities.
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.