Global Insight 2024 Outlook: Asia Pacific

November 28, 2023 |Jasmine Duan, Nicholas Gwee, CFA, Kennard Ling, and Shawn Sim

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

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Global Insight 2024 Outlook: Europe

November 28, 2023 |Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

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Canadian Inflation pressures showing further signs of easing

November 21, 2023 |Claire Fan, Economist, Royal Bank of Canada
Most of the drop in Canadian headline CPI growth to 3.1% year over year in October (just a touch above Bank of Canada’s 1% - 3% inflation target range) came from a 4.5% month over month decline in gasoline prices. That decline also pushed year-over-year...
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UK: Stagflation nation?

November 16, 2023 |Frédérique Carrier

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

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The chip industry’s reshoring revolution

The chip industry’s reshoring revolution

November 13, 2023 |Frédérique Carrier

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

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Big questions about 2024 earnings

November 09, 2023 |Kelly Bogdanova

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.

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Fall market stuck in a low gear across Canada

November 07, 2023 |Robert Hogue and Rachel Battaglia

Fall market stuck in a low gear across Canada

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Will AI generate long-term equity performance?

Will AI generate long-term equity performance?

November 03, 2023 |Joseph Wu, CFA

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Bond math is more than yield

November 03, 2023 |Thomas Garretson, CFA

Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?

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Belt and Road: Ten years and counting

October 26, 2023 |Jasmine Duan

As China aims to strengthen development and trade ties with its Belt and Road Initiative (BRI) partners, we take closer look at the BRI and illustrate how the country hopes to gain influence on the world stage.

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