Thoughts on the Market

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Obvious Facts and the Stock Market

August 31, 2023 - Christopher E. O'Connor

In great mystery novels, the author lays out the clues, both real and false, and the reader is left to follow along as best they can. The plot often turns on facts that are deemed obvious but mean something different when viewed in a different light.

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Hand holding a glass sphere.

Perception vs. Reality in Investing

June 15, 2023 - Cooper W. Frank

May was a tough month for stock markets as fear of a U.S. debt ceiling crisis and a small increase in the U.S. Consumer Price Index kept buyers on the sidelines...

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illustration person pulling wagon with shopping bag, dollar sign and house.

It Takes Two

June 15, 2023 - Cooper W. Frank

It’s a popular start to many quotes and a catchy hook in some popular songs but at this moment in market history...

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RBC Insights

Around the world in 80 seconds

Around the world in 80 seconds

April 23, 2024 |Portfolio Advisor – Spring 2024
Canada The economy continues to show clear signs of weakening. Negative per capita GDP growth for the last six quarters suggests the country is straining under the weight of significantly higher immigration-driven population growth and a sluggish global...
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Spring cleaning – Time to review goals, check in on your investment plan and ensure your financial “house” is in order.

Spring cleaning – Time to review goals, check in on your investment plan and ensure your financial “house” is in order.

April 23, 2024 |Portfolio Advisor - Spring 2024
Spring is a time of renewal with green shoots, rising temperatures, and longer days bringing more light into our lives. This sense of renewal often leads us to clean our homes, and get rid of the old to make way for the new. But spring is also a great...
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Senior sentinels – protecting our vulnerable loved ones from cyber scams

Senior sentinels – protecting our vulnerable loved ones from cyber scams

April 23, 2024 |Portfolio Advisor - Spring 2024
June 15 is World Elder Abuse Awareness Day. This annual occurrence provides an important opportunity to consider the people in our lives who may be vulnerable to abuse like cyber scams, and what we can do to assist them. Cybercrimes against older Canadians...
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Political interference: The 2024 U.S. presidential election and investors

Political interference: The 2024 U.S. presidential election and investors

April 23, 2024 |Portfolio Advisor - Spring 2024
Do U.S. presidential elections “interfere” with market returns, and therefore with investors’ portfolios? What is the likely impact of a win by a Democrat versus a Republican? Historically, presidential election outcomes have delivered surprising results...
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Penny wise, loonie rich: Strategies to help you pay less tax and keep more in retirement

Penny wise, loonie rich: Strategies to help you pay less tax and keep more in retirement

April 23, 2024 |Portfolio Advisor - Spring 2024
Over the last few years, Canadians have been feeling the pinch on their cashflow brought on by higher inflation and borrowing costs. In the spring of 2022, inflation surged to a four-decade high (eventually peaking at 8.1% in June of 2022). To help tame...
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The glitter of gold

April 23, 2024 |Portfolio Advisor - Spring 2024
Long seen as the ultimate store of value, gold is a valued commodity with unique characteristics that make one of the most coveted assets the world over. The commodity’s sharp rise in 2024 (it recently hit an all-time high of over US$2,400 an ounce) has...
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Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

April 19, 2024 |Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

April 17, 2024 |RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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Rally realities

Rally realities

April 15, 2024 |Kelly Bogdanova – San Francisco

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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Women and wealth: The future is female

April 05, 2024 |Tasneem Azim-Khan, Vice president and Chief Investment Strategist, RBC Phillips, Hager & North Investment Counsel Inc.

Although inroads have been made, women still experience a significant gender wage gap across the world.

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