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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Deep fakes, business deals and virtual you

July 16, 2024 |Jay Slade, Vice-President, Analytics and Business Intelligence, RBC Dominion Securities

Using AI to simulate people can be terrible, and sometimes great, and there is lots of dollars being put into it whether we like it or not

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Economic update, U.S. developments and impact on equities, and Ladies Play Day

July 16, 2024 |Elinesky Schuett Private Wealth
In this week’s economic update, we are turning our focus onto Europe – fresh off of the election results in both France and the U.K., we are examining the overall economic environment, the performance of equities and market growth, inflation, as well...
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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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Economic update, inflation measures, and the GOOD Games

July 02, 2024 |Elinesky Schuett Private Wealth
We hope you enjoyed a happy and healthy long weekend! In this week’s economic update, we are looking in detail at inflation in the Canadian, U.S. and global economies. We are also doing a deep dive into U.S. equity markets and the impact of large-cap...
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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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