Shaking up corporate Japan

Shaking up corporate Japan

February 22, 2024 |Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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RBC Canadian Inflation Watch

Canadian inflation outlook still murky but January CPI growth slowed

February 20, 2024 |Nathan Janzen and Abbey Xu
Canadian inflation outlook still murky but January CPI growth slowed Year-over-year CPI growth slowed to 3.2% in January from 3.4% in December. Energy and food price growth slowed, but the Bank of Canada’s preferred core measures of broader price pressure...
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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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End of the correction? Canada’s housing market is warming up

End of the correction? Canada’s housing market is warming up

February 14, 2024 |Robert Hogue
It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have more energy this winter. Importantly, they’re landing more deals. Home resales in Canada increased for the second month...
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Are banks facing a real estate reckoning?

Are banks facing a real estate reckoning?

February 08, 2024 |Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

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Growth stocks regained investors’ love in 2023

Growth stocks regained investors’ love in 2023

February 07, 2024 |Lindsay Strickland

After growth stocks brought heartbreak in 2022, the growth style of investing was at the top of the leaderboard in 2023. Can the rebound continue?

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The death of (traditional) value

The death of (traditional) value

February 07, 2024 |Kyle Bergacker, CFA

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

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When a Fed push results in a market shove

February 02, 2024 |Thomas Garretson, CFA

Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back. Pricing suggests markets are concerned that if the Fed waits too long to cut rates policymakers will only have to cut them more.

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Through loving eyes – how to spot the signs of dementia

Through loving eyes – how to spot the signs of dementia

February 01, 2024 |Portfolio Advisor – Winter 2024
The devastating effects of dementia are increasingly a reality for Canadians as our population ages. Alzheimer’s, a prevalent form of dementia, and other types of the disease are estimated to affect more than 600,000 Canadian today, and recent estimates...
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Dividends and your portfolio: A sweet “Double Double” deal for Canadian investors

Dividends and your portfolio: A sweet “Double Double” deal for Canadian investors

February 01, 2024 |Portfolio Advisor – Winter 2024
Dividends paid from publicly listed companies have proven to be an important component to investors’ success in growing their wealth over time. Investors can benefit from dividends’ steady income, their portfolio-stabilizing affects in volatile times...
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