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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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

April 17, 2024 |RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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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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2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

2023 Fall Economic Statement: A summary of the key measures that may have a direct impact on you

November 22, 2023 |RBC Family Office Services

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

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advisor looking at stock charts on computer

Recession or not, perspective is called for

June 30, 2023 |The Global Portfolio Advisory Committee

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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