How will Fed rate hikes affect the investment landscape?

Jan 28, 2022 |Atul Bhatia, CFA

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.

Read more

What is the equity selloff saying about the investment outlook?

Jan 25, 2022 |Kelly Bogdanova and Jim Allworth

We regard the pullback as something that should be endured on the way to further market gains instead of portending “something worse.”

Read more

What should investors look for in China’s equity market?

Jan 20, 2022 |Frédérique Carrier and Jasmine Duan

Faced with a challenging global economic environment, China is following its own path. We discuss near-term prospects and investment considerations.

Read more

Audio commentary: 2022 - A year of shifting gears

Jan 14, 2022 |Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

Read more

Are markets playing catch-up to the Fed?

Jan 13, 2022 |Thomas Garretson, CFA

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...

Read more

U.S. vs. international equities: Time for a portfolio tune-up?

Jan 07, 2022 |Kelly Bogdanova

Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.

Read more

The Fed’s got another bond market conundrum on its hands

Dec 10, 2021 |Atul Bhatia, CFA

Why are longer-term Treasury yields remaining below both current and expected future inflation?

Read more

Cross-border wealth planning: How to manage your family’s global interests

Dec 03, 2021 |RBC Wealth Management

People's lifestyles and perspectives are becoming more global. Here are some things to consider when your wealth heads overseas.

Read more

Equity investing for the next ten years

Dec 01, 2021 |Jim Allworth

As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?

Read more

Investment outlook for your 2022 portfolio

Dec 01, 2021 |RBC Wealth Management

Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.

Read more