American flag on building

The Fed’s shifting inflation strategy

Sep 17, 2020 |Thomas Garretson, CFA

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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Surging government debt and deficits

Sep 14, 2020 |Alan Robinson

The health of government finances has been a collateral victim of the pandemic. We take a look at the implications of increasing fiscal deficits.

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Tech sector selloff: Is there more to come?

Sep 10, 2020 |Frédérique Carrier, Kelly Bogdanova

And just like that the script has flipped. Is this is a healthy correction? We unpack the market’s move and what it means for portfolio strategy.

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New York City financial district

Why resilient companies are key for portfolio construction

Sep 08, 2020 |Alan Robinson

The stock performance of resilient companies has shone through during the pandemic-induced market volatility of 2020.

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Investors working

Why the Dow’s makeover matters

Sep 03, 2020 |Kelly Bogdanova

We check out the Dow Jones Industrial Average’s fresh look, and explain what this says—or doesn’t say—about the economy as a whole.

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Metal bull figures

How would a Biden blue wave impact sectors?

Sep 02, 2020 |RBC Wealth Management

If November sees a clean sweep for the Democrats, which sectors could emerge as the winners and losers?

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Investor trends: Cloud computing basics and benefits

Aug 28, 2020 |Portfolio Advisory Group

As work-from-home continues to be the new norm for many people, we examine why cloud computing has become more important for companies.

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Bottle of prescription medications

Implications of increased testing and clinical trials of COVID-19 vaccines

Aug 26, 2020 |Gopa Nair, CFA

As diagnostic testing ramps up, and clinical trials of vaccines and treatments get underway, we look at implications for Health Care investors.

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People in car with masks

Speed bump in the secular growth of the sharing economy

Aug 24, 2020 |Alan Robinson – Portfolio Advisor, Seattle, United States

The sharing economy is an economic model defined as a peer-to-peer-based activity of acquiring, providing, or sharing access to goods and services that is often facilitated by a community-based online platform.

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Treasury-Department-Building-in-Washington-DC

The Fed and monetary policy are on call to support the recovery

Aug 21, 2020 |Thomas Garretson, CFA

The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.

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