Inflation – yes or no?

May 14, 2021 |Phil Knight
Inflation – yes or no? So what exactly caused the market volatility we saw over the past couple of weeks? Well after 14 months of the news being dominated by Trump and covid-19 we finally have something else to worry about - Inflation. What does inflation...
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A Cautionary Tale

Apr 10, 2021 |Phil Knight
Tulip Mania In 1593 tulips were introduced to the Dutch from Asia. Somehow, over time they contracted a virus which caused the tulip color to change dramatically. This in turn made the “new” tulips rare, increasing their desirability to all. Simple supply...
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RBC Global Insight Weekly - Shapes of Recovery

Mar 12, 2021 |RBC Wealth Management

"It’s about one year on from when the pandemic shut down the global economy. While it will still be a long way back, the overall recovery is exceeding expectations. We look at where things stand for the world’s key regions as they continue to reset"

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RBC Global Insight- The shape of things to come

Jan 08, 2021 |RBC Wealth Management

"The COVID-19 economic damage should diminish greatly through 2021, while confidence in a return to a recognizable social and business landscape will likely grow. As GDP regains its pre-pandemic peak and corporate earnings recover further, we expect"

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RBC Global Insight 2021 Investment Stance

Dec 12, 2020 |RBC Wealth Management

"Ultralow interest rates should make equities the asset class of choice in 2021 while making fixed income more challenging. We provide our thoughts about portfolio positioning for 2021."

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Does the election matter?

Nov 13, 2020 |Phil Knight
Does the election matter? There is much discussion as to how the markets may react to the recent (non-) election results in the U.S. and how as investors we should rebalance our portfolios. First and foremost, it should be noted that making rash investment...
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How Worried Should We Be About Government Debt And Deficits?

Oct 16, 2020 |Phil Knight
How Worried Should We Be About Government Debt And Deficits? By Joseph Wu, CFA While massive aid/stimulus packages from governments in response to the COVID-19 recession have led to exploding budget deficits and debt levels around the world, bond markets...
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The Fall

Sep 11, 2020 |Phil Knight
The Fall No I’m not talking about the imminent collapse of the stock market, but rather the change of seasons that we are about to experience. The weeks of August were generally positive for the markets and the global economy, as indeed has been the trend...
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My thoughts...

Aug 07, 2020 |Phil Knight
My Thoughts The stock market doesn’t makes sense…I’m going to wait for another pullback…..the stock market is too expensive…its different this time… I’ve heard it all, and I’ve seen investors get it wrong for well over 20 years. The stock market never...
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Where do we go from here?

Jul 03, 2020 |Phil Knight
Where do we go from here? After recovering nicely from the March lows, the market has spent the past month or so consolidating, punctuated with some good, and some not so good days. The question now becomes (as always) what comes next? As the following...
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