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 economic activity could be impacted, as well as investment returns. It’s not all bad news as climate change may also offer new opportunities.
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 the economic growth outlook, the cycle positioning of the U.S. economy, and recession probabilities.
As always, Global Insight also provides our latest thoughts on equities, bonds, currencies, and commodities.
Please take a few moments to review this month’s Global Insight.
Contact me with questions and to discuss pertinent investment ideas. I appreciate the opportunity to serve you and look forward to continuing to help you accomplish your long-term financial goals.
Sam