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As market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.
Atul and Kelly discuss the health of the economy and the potential impact a rising rate environment might have on investors’ portfolios.
The conflict will dent global economic growth, and Europe is more vulnerable than most. We prefer to reduce risk and downgrade our European equity outlook.
Although some economic projections were expected, there were some surprises. We explain what impact a new rate trajectory could have on the economy.
As the economic front expands with sanctions, we look at investment ramifications, including a potential “growth scare” and its impact for equity markets.
Janet and Tylar discuss how rising commodity prices could affect high inflation, and highlight market reactions to previous “growth scares.”
During market-shaking events, we would look to the path of earnings to get a sense of where equity market values are headed over the next few years.
All eyes continue to be focused on the military conflict in the Ukraine. Volatility remains elevated given the uncertainty in the wake of Russia’s invasion. Yet, many equity markets are actually higher than where they stood prior to the escalation.
Russia’s invasion of Ukraine presents many challenges to global economic recovery and future growth—but it is spurring momentous changes in the EU.
The world is on a journey to net zero by 2050. What does net zero mean? What could this world look like? And what are the challenges to getting there?