How COVID-19 is changing the earnings outlook

Apr 23, 2020 |Kelly Bogdanova

Economies and companies are operating in a state of business as unusual. When it comes to the earnings outlook, it’s time to throw out the playbook.

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Making sense of the stock market rally

Apr 17, 2020 |Kelly Bogdanova

While stock markets remain on a road littered with potholes, a confluence of catalysts has facilitated a forceful rebound.

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Why investors should pay attention to emerging market equities

Apr 09, 2020 |Frédérique Carrier

Chinese equities are a case in point. Their recent outperformance has been more abrupt than most think.

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Market update: A very different kind of crisis

Apr 07, 2020 |Kelly Bogdanova, Patrick McAllister, CFA and Christopher Girdler, CFA

The paths of financial markets and economies almost always involve uncertainties—it’s par for the course. But the abundance of uncertainties brought about by COVID-19 is making the science (and art) of economic forecasting unusually difficult.

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Breaking down the Fed’s response to COVID-19

Apr 02, 2020 |RBC Portfolio Advisor Group

The Fed is adding a new twist to its asset purchase program by buying corporate and municipal bonds. The question is, should investors do the same?

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The U.S. economy is exposed and vulnerable … what’s next?

Apr 02, 2020 |Kelly Bogdanova

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

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