Global Insight Monthly - February 2018

Feb 07, 2018 | Siraj Majumdar


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RBC's views on asset classes, commodities, currencies, and the economy

  • Hitting their stride: The case for European equities – It all looks very different in Europe and investors can focus with more confidence on the attractive investment outlook.

  • Emotional investing: Getting past our biasesInvestors should avoid the pitfalls of getting swept up with the herd in the “next big thing” or compartmentalizing assets into distinct mental pools.

  • Global equities: The beat goes on – The U.S. economy and profits were beating growth expectations long before the tax cuts became a reality. With recession risks low, equities should keep reflecting the growth in earnings and dividends.

  • Global fixed income: Mr. Powell, meet your neighbors – Fed policy under Jerome Powell should look a lot like what we’ve been accustomed to. And with other major central banks looking to just peel away emergency support—not tighten outright—markets may need to recalibrate expectations.