Publications

How COVID-19 is changing the earnings outlook

How COVID-19 is changing the earnings outlook

April 23, 2020 |Kelly Bogdanova

Economies and companies are operating in a state of business as unusual. When it comes to the earnings outlook, it’s time to throw out the playbook.

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Market update: Mixed signals

Market update: Mixed signals

April 21, 2020 |Global Portfolio Advisory Committee

Equity markets have made up much of their lost ground since their March lows as COVID-19 infection and mortality rates have improved in North America and Europe, and as rays of light have started shining into the quarantine tunnel.

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The hunt for COVID-19 treatments and vaccine

The hunt for COVID-19 treatments and vaccine

April 17, 2020 |Tasneem Azim-Khan, CFA

COVID-19 has brought companies and countries together for a common goal. We examine that search for treatments and vaccines.

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Shock absorption

Making sense of the stock market rally

April 17, 2020 |Kelly Bogdanova

While stock markets remain on a road littered with potholes, a confluence of catalysts has facilitated a forceful rebound.

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Why investors should pay attention to emerging market equities

April 09, 2020 |Frédérique Carrier

Chinese equities are a case in point. Their recent outperformance has been more abrupt than most think.

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Market update: A very different kind of crisis

April 07, 2020 |Kelly Bogdanova, Patrick McAllister, CFA and Christopher Girdler, CFA

The paths of financial markets and economies almost always involve uncertainties—it’s par for the course. But the abundance of uncertainties brought about by COVID-19 is making the science (and art) of economic forecasting unusually difficult.

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Breaking down the Fed’s response to COVID-19

April 02, 2020 |RBC Portfolio Advisor Group

The Fed is adding a new twist to its asset purchase program by buying corporate and municipal bonds. The question is, should investors do the same?

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Global equities: Uncertainty everywhere

April 02, 2020 |Jim Allworth and Kelly Bogdanova

Growing uncertainty about the future course of the pandemic and economy has persuaded us to move our recommended equity positioning to Underweight

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The U.S. economy is exposed and vulnerable … what’s next?

April 02, 2020 |Kelly Bogdanova

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

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