Inside the S&P 500: Time to pass the baton?

July 19, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Indoor Vertical Farming: Rising To Meet Local Demand

Indoor Vertical Farming: Rising To Meet Local Demand

July 18, 2024 |Lisa Ashton

How indoor agriculture can serve as a local food source in northern—and urban—settings

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Weaving the threads of U.S. equity outperformance

Weaving the threads of U.S. equity outperformance

July 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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Proof point: Rental housing construction picks up in Canada but will it be enough?

Proof point: Rental housing construction picks up in Canada but will it be enough?

July 03, 2024 |Rachel Battaglia
There hasn’t been this much rental housing under construction in Canada in a generation—which is encouraging news given the acute supply shortages across the country. But even more construction will be needed as rental demand continues to rise rapidly...
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Video: Three reasons Canadian investors should care about U.S. debt

Video: Three reasons Canadian investors should care about U.S. debt

July 03, 2024 |RBC Wealth Management

Find out three ways U.S. debt can affect Canada.

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Video: What can investors expect for the rest of 2024?

Video: What can investors expect for the rest of 2024?

July 03, 2024 |RBC Wealth Management

Find out what’s in store for equity markets, bonds and more.

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U.S. debt dilemma No quick fixes and no catastrophes

U.S. debt dilemma: No quick fixes and no catastrophes

June 27, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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The fine, frustrating U.S. equity rally

June 21, 2024 |Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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Gen AI: Is Canada ready?

June 20, 2024 |Pascal Dessureault

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

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Redder: Updating our recession scorecard

Redder: Updating our recession scorecard

June 17, 2024 |Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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