Insights

The BoC lowered its policy rate, and we think it will continue to cut rates sooner and faster than the Fed. We discuss why fixed income investors outside the U.S. should consider U.S. exposure where rates are likely to remain higher for longer.

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.

More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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.