Diary of a Portfolio Manager (RBC Forward Outlook)

September 25, 2021 |Todd Kennedy
Canary in a coalmine? RBC thinks not. You may, or may not, catch a glimpse of RBC’s Global Insight Weekly. If not, don’t worry – there will not be a quiz about it at any point during our conversations. I’ve been getting some questions about Evergrande...
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Diary of a Portfolio Manager (Election Commentary)

September 17, 2021 |Todd Kennedy
ELECTION The federal election is upon us. I told myself this past week that I would make zero comments about the election. It seems that I can’t help myself… As usual, there are a wide range of issues on the minds of voters. The next government will be...
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Diary of a Portfolio Manager (3rd Quarter Outlook)

September 10, 2021 |Todd Kennedy
I have been on lots of calls lately discussing RBC’s outlook for the remainder of the year. Now, of course, no one can accurately forecast the future. With that in mind, it is neat to review where we are at and what got us here. We get information and...
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Diary of a Portfolio Manager

September 03, 2021 |Todd Kennedy
Summer has culminated with a noteworthy, but expected, development: an acknowledgement from the Federal Reserve, the U.S. central bank, that it is nearing a decision to withdraw some of its stimulus given its confidence in the economic outlook. Fed Chairman...
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