Insights

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Janet, Tylar, and Alan share the key questions on investors’ minds along with RBC Wealth Management’s perspectives on the forces shaping markets.

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back.