Good afternoon,
Spring has sprung! Anne Bradstreet could have been speaking about the markets when she said, "If we had no winter, the spring would not be so pleasant."
Today's blog includes the latest #MacroMemo & Economic Outlook Webcast by our Chief Economist, Eric Lascelles, April's Global Update with featured articles, and Team Corner introducing Team Member and Associate Investment Advisor, Kuan Ho.
I hope everyone is enjoying our warm weather this week and more time outdoors.
Have a wonderful weekend!
Warm Regards,
Rhonda & Hymers Wealth Management Group
I am pleased to share the latest investment strategy report from RBC Wealth Management - Global Insight.
Climate Change: Changing the investment climate
Investors should pay attention to how climate change is changing the investment climate, as well as investment returns.
Yield curve inversion: A shot across the bow
The closing chapter of all economic cycles eventually is a recession and it's appropriate to start thinking ahead. We are treating the inversion as a wake-up call for equity investors but are content with our Market Weight exposure to stocks in a global portfolio.
An aging economic expansion
Given the august age of the U.S. expansion, it's fair to think about the expansion's life expectancy and the appropriate investment strategy. Recently we checked in with the chief economist at RBC Global Asset Management about economic growth outlook, the cycle positioning of the U.S. economy, and recession probabilities.
Please take a few moments to review this month's Global Insight.
In this monthly webcast series, Eric Lascelles, Chief Economist, RBC GAM, shares his latest views on the global economy and offers insights into today's economic issues.
Yield curve sends warning - April 2019
Eric Lascelles, Chief Economist, RBC Global Asset Management, shares the latest views on the global economy and offers insight into today’s economic issues.
The webcast includes an audio and slide presentation.
CLICK HERE to print presentation
We take a look at green shoots and the Chinese stimulus in this week's #MacroMemo. We also review some tidbits of data and provide an update on Brexit.
Click below to learn more.
Team Corner:
Meet our Team Member and Associate Investment Advisor, Kuan Ho.
Kuan is a key member of our team, providing a strong background in investment analysis and advice to our portfolio management process. A holder of the respected Chartered Financial Analyst (CFA) designation, Kuan supports Rhonda in implementing your portfolio strategy and maximizing your long-term potential returns. He and Darren work together to execute trades, analyze investment opportunities and oversee portfolio holdings. Kuan also monitors cash balances to ensure your hard-earned dollars are working towards the best possible returns, while meeting any short-term cash flow needs that you may have. And, working closely with Rhonda, Darren and Rossi at year-end, he helps to tactically re-balance your portfolio with the goal of minimizing tax.
Kuan holds over a decade of financial services experience, with several years spent as an investment analyst. Prior to joining our team, he was an internal consultant for RBC Dominion Securities, working with investment teams across British Columbia to help them set up or improve their investment management practice. Before starting his career, Kuan graduated from Simon Fraser University with a Bachelor of Business Administration degree in 2005.
Raised in Vancouver, Kuan moved to Kelowna recently with his wife, Trang. They are very excited to explore the community and welcome their first child this May.
Kuan Ho, CFA | Associate Investment Advisor | kuan.ho@rbc.com | 250-448-1343