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Audio commentary – Worlds Apart: The chip industry's reshoring revolution

November 29, 2023 |Frédérique Carrier & Kent McClanahan

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

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2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

November 22, 2023 |RBC Family Office Services

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

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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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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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Bank of Canada extends pause on rate hikes, expects slower growth

October 25, 2023 |Claire Fan, Economist, Royal Bank of Canada
In line with our and market’s expectations, the Bank of Canada (BoC) opted to hold the overnight rate steady at 5% at today’s meeting, extending a pause after also foregoing a hike in September. The central bank (also as expected) maintained a clear hiking...
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The opening acts of recession

October 20, 2023 |Sean Killin

We examine three unique trends that have historically coincided with the onset of recession and provide constructive context for investors.

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