U.S. productivity renaissance

U.S. productivity renaissance

December 12, 2024 |Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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Video: Bank of Canada makes final rate cut of 2024

Video: Bank of Canada makes final rate cut of 2024

December 12, 2024 |RBC Wealth Management

The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.

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Global Insight 2025 Outlook executive summary: Beyond the horizon

Global Insight 2025 Outlook executive summary: Beyond the horizon

December 06, 2024 |The Global Portfolio Advisory Committee
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...
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Video: What investors can expect in 2025

Video: What investors can expect in 2025

December 03, 2024 |Global Insight

Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.

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Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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Pondering a U.S. policy potpourri

Pondering a U.S. policy potpourri

November 22, 2024 |Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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Fed rate cuts for what?

Fed rate cuts for what?

November 15, 2024 |Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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U.S. presidential election: Back to the future

U.S. presidential election: Back to the future

November 08, 2024 |Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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The end of China’s challenging chapter?

The end of China’s challenging chapter?

October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Bigger BRICS: Building a multipolar world?

Bigger BRICS: Building a multipolar world?

October 25, 2024 |Kelly Bogdanova
Our ongoing “Worlds Apart” series looks at the just-concluded BRICS summit and how the group aims to rebalance the global order. We believe the shift to a multipolar, more fragmented world argues for viewing portfolio allocations through a different lens...
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