Gravitas : Halfway

June 28, 2024 |Michael Newton

The Newton Group Insights

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U.S. debt dilemma No quick fixes and no catastrophes

U.S. debt dilemma: No quick fixes and no catastrophes

June 27, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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Gravitas: Diversification Frustration

June 21, 2024 |Michael Newton

The Newton Group Insights

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The fine, frustrating U.S. equity rally

June 21, 2024 |Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Gen AI: Is Canada ready?

June 20, 2024 |Pascal Dessureault

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

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Redder: Updating our recession scorecard

Redder: Updating our recession scorecard

June 17, 2024 |Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Gravitas: AI Bubble

June 14, 2024 |Michael Newton

The Newton Group Insights

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Longevity: How science is extending healthspans

June 10, 2024 |RBC Wealth Management

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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Gravitas: Rate Scrape

June 07, 2024 |Michael Newton

The Newton Group Insights

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road through rolling hills.

BoC-Fed divergence: In it for the long haul?

June 07, 2024 |Josh Nye

The BoC lowered its policy rate, and we think it will continue to cut rates sooner and faster than the Fed. We discuss why fixed income investors outside the U.S. should consider U.S. exposure where rates are likely to remain higher for

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