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We believe tighter policy may cause volatility, but it’s unlikely to feed a recession. We discuss why we’re constructive on equities and risk assets.
Janet and Tylar discuss the forces that have put markets on edge, whether the outlook for 2022 has changed, and what it all means for equities.
We regard the pullback as something that should be endured on the way to further market gains instead of portending “something worse.”
We're adding a seventh recession indicator to our scorecard. What’s new and why is it being added?
Faced with a challenging global economic environment, China is following its own path. We discuss near-term prospects and investment considerations.
A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.
Not only has it been a rather volatile start to the year for markets, but it has been a somewhat confounding one as well. Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes...
Pivotal contributions to economies can be made by underutilised parts of society. Technology can promote economic inclusion, and in doing so, boost growth.
Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.