The fine, frustrating U.S. equity rally

June 21, 2024 |Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Gen AI: Is Canada ready?

June 20, 2024 |Pascal Dessureault

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

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Redder: Updating our recession scorecard

Redder: Updating our recession scorecard

June 17, 2024 |Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Longevity: How science is extending healthspans

June 10, 2024 |RBC Wealth Management

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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road through rolling hills.

BoC-Fed divergence: In it for the long haul?

June 07, 2024 |Josh Nye

The BoC lowered its policy rate, and we think it will continue to cut rates sooner and faster than the Fed. We discuss why fixed income investors outside the U.S. should consider U.S. exposure where rates are likely to remain higher for

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Bank of Canada set to make the first interest rate cut of easing cycle

June 04, 2024 |Nathan Janzen and Claire Fan
Evidence has continued to build that the current high level of interest rates is no longer needed. All ducks appear to be in a row for the Bank of Canada (BoC) to kick-start the policy easing cycle and lower the overnight rate by 25 basis points to 4...
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Longevity: Cracking the ageing code

Longevity: Cracking the ageing code

June 03, 2024 |Frédérique Carrier

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.

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State of economic play

State of economic play

May 31, 2024 |Joseph Wu, CFA

More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.

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A return to yield curve normalcy?

A return to yield curve normalcy?

May 24, 2024 |Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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Gold: More than meets the eye

Gold: More than meets the eye

May 17, 2024 |Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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