The Global Insight Monthly offers perspectives from the Global Portfolio Advisory Committee on:
- A Time of Transition: While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out.
- Davos 2020: The race for global scale The 50th World Economic Forum presented the concept of trust as a definitive principle in uniting an increasingly divided world. RBC CEO Dave McKay shares 10 lessons learned from Davos 2020.The race for global scale The 50th World Economic Forum presented the concept of trust as a definitive principle in uniting an increasingly divided world. RBC CEO Dave McKay shares 10 lessons learned from Davos 2020.
- Global equity: Upwardly mobile From the coronavirus outbreak to American politics, equities are facing an obstacle course that should touch off occasional market volatility. But in our view, over the remainder of this year, markets can advance from today’s levels, providing worthwhile all-in returns in the process.
- Global fixed income: The best laid plans often go awry While we had thought that looser monetary policy globally in 2019 would allow central banks to move aside in 2020, another round of global growth fears would almost undoubtedly bring them back into the fray.
- Currencies: U.S. Dollar: Edging higher.
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