Blog

Most major global equity markets took a breather in August after rising in July. Still, YTD performance for the US S&P 500 has been strong, with economists now tilting towards a “soft landing” outcome from the rise in interest rates.

Thoughts on July 2023: Focus on the recent market rally, our midyear outlook and some insights on the the reboot of AI and Canada in a net zero world.

This month we highlight our firm's Midyear Outlook: particular focus on fixed income yields, interest rate- led volatility and technology leading gains on the S&P 500.

Our newsletter touches on the US debt ceiling, Canadian banks and some helpful tools for those taking on the responsibilities of an executor.

April positive across equity markets - highlights for this month: RBC DS clients now able to open First Home Savings Accounts (FHSA), key takeaways from Brad Willock's US equity talk in Ottawa last week, and highlight some estate planning videos.

Thoughts on March 2023: Focus on US banks, Rogers/Shaw and the Federal Budget.

Negative month in the markets has us taking another look at interest rate moves on both sides of the border. Disruptor’s podcast this month zooms in on quantum computing and semiconductors.

It has been a relatively calm and positive start to the year with global equities and bonds behaving reasonably well. The past few weeks have been marked by corporate earnings, layoff in the technology sector, and Bank of Canada updates.

To start the year, we want to take the opportunity below to summarize some key thoughts that have been discussed in our firm’s flagship investment publication: The Global Insight 2023 Outlook. As always, it is worth a read.