Draghi: Europe, time to press ahead

Draghi: Europe, time to press ahead

September 26, 2024 |Frédérique Carrier

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

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The Fed’s big bang rate cut

The Fed’s big bang rate cut

September 20, 2024 |Thomas Garretson, CFA

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

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Checking in at the dawn of a new era

September 18, 2024 |Chris Cherepuschak
While not much has changed from our perspective since the last time we provided a video update, we do sit today at a point that we haven't experienced in four and a half years, and this has important implications for the market going forward.
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Economic impacts of non-economic policies

Economic impacts of non-economic policies

September 17, 2024 |Atul Bhatia, CFA

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

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Harris and Trump on the issues

Harris and Trump on the issues

September 12, 2024 |Kelly Bogdanova

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

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Credit where credit is due?

Credit where credit is due?

September 05, 2024 |Atul Bhatia, CFA

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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Video: Bank of Canada cuts again in September. Here’s what to know.

Video: Bank of Canada cuts again in September. Here’s what to know.

September 05, 2024 |RBC Wealth Management

The Bank of Canada lowered its benchmark interest rate to 4.25%, citing continued easing in broad inflationary pressures.

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