How long will the economic recovery take?

July 31, 2020 |Kelly Bogdanova

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

Read more

Investor trends: Is telemedicine the way of the future?

July 29, 2020 |Gopa Nair, CFA

As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.

Read more

The Weather Network’s long-term forecast: data, data and more data

July 28, 2020 |John Stackhouse

To succeed in the post-COVID economy, businesses will need more than just a pivot to digital – they’ll need to lean into and harness data to gain an advantage.

Read more

Are preferred shares right for your portfolio?

July 24, 2020 |Thomas Garretson, CFA

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

Read more

To go, please: How food delivery platforms are transforming restaurants

July 21, 2020 |John Stackhouse
Listen on Apple Podcasts, Google Podcasts, Spotify or Simplecast | See transcript When it comes to business disruption, there’s a saying that the impact usually takes much longer to hit than anyone predicted – and then hits with a force no one thought...
Read more

How much does the president influence financial markets?

July 17, 2020 |Kelly Bogdanova

The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.

Read more

Pandemic threatens decades of women’s labour force gains

July 16, 2020 |RBC Economics

COVID downturn sees job losses eclipse those of any other recession

Read more

Managing COVID outbreaks key for the path to economic recovery

July 10, 2020 |Josh Nye
Financial Markets Monthly - July 2020 The equity market rally that extended from late-March to early-June—pushing the S&P 500 within 5% of February’s record high—faded over the past month as investors balanced improving economic data with concerns about...
Read more

Why investors shouldn’t be spooked by Q2 earnings

July 10, 2020 |Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

Read more

BoC surveys show expectations for gradual recovery

July 06, 2020 |Nathan Janzen
Business expectations for future sales, investment activity historically (but not unprecedentedly) low. Businesses report ability to ramp up production quickly, but concerns about demand will persist Household income/spending expectations lower, but both...
Read more