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Rising yields signal robust growth as inflation fears lurk. How the Fed’s new policy framework plays out will be a fascinating experiment for markets.
The world’s supply chains have endured many blows this century: 9/11, the global financial crisis, the Fukushima earthquake, Brexit. But even in that context, the past year stands out.
As the pandemic crosses the one-year mark, its early lessons are proving to have remarkable staying power.
The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.
The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.
We take stock of the signs of excess in financial markets and look at how to position portfolios through this period.
Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.
The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed. Amid all the challenges today, is it defying logic?
As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.
Mark Bayko and Jim Allworth, members of the Global Portfolio Advisory Committee, discuss the Global Insight 2021 Outlook.