Nagging questions facing equity markets

Nagging questions facing equity markets

August 09, 2024 |Kelly Bogdanova

Four unresolved issues related to the selloff stand to hold sway over stocks. More volatility is likely, and we favor a defensive tilt in equity portfolios, focusing on high-quality shares that can better withstand further economic deterioration.

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Global equity: Offense still on the field; defense ready for the call

Global equity: Offense still on the field; defense ready for the call

August 09, 2024 |Jim Allworth

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

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Stock market selloff: A “growth scare,” or more?

Stock market selloff: A “growth scare,” or more?

August 06, 2024 |Kelly Bogdanova

Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.

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The Fed waits, but is it too late?

The Fed waits, but is it too late?

August 02, 2024 |Thomas Garretson, CFA

As expected, the Fed held off on a rate cut this week. But as policymakers await more economic data before a likely September rate cut, the data may already be signaling the central bank is too late.

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What dueling data and the Fed’s dual mandate mean for interest rate cuts

What dueling data and the Fed’s dual mandate mean for interest rate cuts

July 25, 2024 |Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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Inside the S&P 500: Time to pass the baton?

July 19, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Weaving the threads of U.S. equity outperformance

Weaving the threads of U.S. equity outperformance

July 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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The five flags “watch list”: Protecting our most vulnerable

The five flags “watch list”: Protecting our most vulnerable

March 08, 2024 |RBC Wealth Management
Exploiting and harming those most vulnerable in our society is on the rise. Here are five signs of elder abuse to be on the watch for. While many Canadians look forward to enjoying the later years of their lives - either in full retirement or for some...
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The Fiendish Five – five common scams to be on the lookout for

The Fiendish Five – five common scams to be on the lookout for

March 08, 2024 |RBC Wealth Management
As our online lives continue to expand, cybercriminals are also increasing their nefarious efforts. To fight back, here are five common cyber scams to be aware of, and tips on how to avoid them. In the pre-Internet world, the most common method of theft...
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Protecting your business: Four scams to look out for

Protecting your business: Four scams to look out for

March 08, 2024 |RBC Wealth Management
Whether you run a manufacturing business, an online consulting firm or a florist shop, you have information that is valuable to crafty cyber criminals. That’s why it’s important for small to medium-sized businesses to have a cybersecurity plan in place...
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