RBC Wealth Management Global Insight Weekly

January 26, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Shipping risks underestimated? With two of the world’s strategic maritime choke points, the Suez and Panama Canals, operating below capacity, global shipping costs are climbing...
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RBC Wealth Management Global Insight Weekly

January 19, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Can small-cap equities go the distance? A rally in the closing months of 2023 highlighted the potential of U.S. small caps to generate strong returns. But since the start of...
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RBC Wealth Management Global Insight Weekly

January 05, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's first investment newsletter of 2024! The 2023 story: Elements of surprise When 2023 started, investors steeled themselves for what many took to be a year of pain for equity markets. But a funny thing happened...
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RBC Wealth Management Global Insight Weekly

December 15, 2023 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Thinking hard about a soft landing; Recession or soft landing? That’s the big question. Proponents of both have evidence they think they can hang their hat on, but the debate...
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RBC Wealth Management Global Insight Weekly

December 08, 2023 |Marcus Davis
Not living on borrowed time: Yes, the U.S. is facing a mountain of debt. No, the sky is not falling, despite media handwringing. With financial markets taking the U.S.’s deteriorating fiscal position in stride, we unpack the U.S. debt dilemma and argue...
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RBC Wealth Management Global Insight Weekly

December 01, 2023 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Looking back, looking ahead – with guarded optimism: As we approach the end of 2023, we reflect on key macro developments that have defined the year so far. We also look at...
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RBC Wealth Management Global Insight Weekly

November 17, 2023 |Marcus Davis
UK: Stagflation nation? The UK economy is stagnating. The struggling Conservative government may attempt to revive the economy through targeted tax cuts at its upcoming Autumn Statement, though this could underpin already sticky inflation. We explore...
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RBC Wealth Management Global Insight Weekly

November 03, 2023 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Bond math is more than yield Following key events this week, we look at whether the time has finally come for fixed income investors to look beyond yield, and to the prospects...
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RBC Wealth Management Global Insight Weekly

October 27, 2023 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Strengthening the ties that bind; At a time of heightened geopolitical uncertainty, China recently hosted a high-profile forum to strengthen development and trade ties with...
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RBC Wealth Management Global Insight Weekly

October 13, 2023 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Eyes wide shut? It looks like it’s back to basics for the U.S. House of Representatives and the clock is ticking. The stopgap funding deal keeping the government open expires...
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