February's Global Insight, Macro-Memo from our Chief Economist Eric Lascelles, Davos 2019 - Globalization in a digital age & 10 Principles of Successful Investing

February 07, 2019 | Rhonda Hymers


Share

Good morning,

February is a month when our animal friends take the spotlight. Last week, we looked to the groundhogs across North America to predict when Spring will arrive in 2019, and February 5th marked the Year of the Pig in the Lunar calendar.

While we look forward to the warmth of Spring, and the fortunes that lay ahead, we remain diligent in a thoughtful and strategic approach to portfolio management; as humans we can’t predict, but we can prepare.

Warm Regards,
Rhonda & Hymers Wealth Management Group

Environmental Change

Profit growth will be dialed back this year.  Should investors remain dialed in to equities?  What a difference a year can make for the profit outlook, as uncertainties are clipping momentum.  But while earnings growth will be dialed back, we look at why investors should remain dialed in to equities with a constructive - yet vigilant - stance.

CLICK HERE to read February's Global Insight

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles.

February 4 - February 8, 2019

There is a spate of good news in this week's #MacroMemo.  Eric Lascelles, Chief Economist, also acknowledges European weakness, examines the money supply and revisits deregulation.  Click below to read more.

Monthly economic webcast:

Our latest monthly economic webcast is titled “Rebounding markets / slowing growth”.

CLICK HERE to view macro-memo & webcast

Globalization in a digital age - by Dave McKay

If you didn't see Davos on the news this year, you weren't alone.  A decade after the financial crisis, when the World Economic Forum and its winter wonderland were a hotbed of debate and protest, the WEF's 2019 gathering was a subdued affair.  Without Donald Trump or Vladamir Putin, or Theresa May, Emmanuel Macron and Justin Trudeau, and all the media who travel with them, the tiny Alps town felt positively serene.  Maybe the quieter atmosphere was needed for some reflection on where the world's gone since the crisis, and to cast forward to where it might be headed.

CLICK HERE to view article

Stock Market volatility is a normal part of investing.  But what you do- and don't do- during times of higher volatility can make the difference between success and failure as an investor.  The following 10 principles can help you manage volatility and achieve your long-term investment goals.

CICK HERE to view article

 

"If you only read the books that everyone else is reading, you can only think what everyone else is thinking."

~ Haruki Murakami, Norwegian Wood