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Analysis (10)

How Fed policy is creating opportunities in high-yield bonds

May 29, 2020 |Thomas Garretson, CFA

The Fed is dusting off an obscure tool in an effort to keep Treasury yields low. We explore our shift to a positive outlook on high-yield bonds.

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Taking stock, Part 3: Yields and sentiment

May 26, 2020 |Sean Naughton, CFA

We continue to look at unique indicators and analyze what happens to the stock market as these readings are digested by market participants.

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Growth versus value investing in a COVID-19 world

May 22, 2020 |Kelly Bogdanova

While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.

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City street scene

Taking stock, Part 2: Earnings and recessionary averages

May 19, 2020 |Ben Graham, CFA

We look at prospects for corporate earnings as investors attempt to navigate the COVID‑19 recession.

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Audio commentary: The outlook for U.S. equity markets

Audio commentary: The outlook for U.S. equity markets

May 19, 2020 |RBC Wealth Management

RBC Capital Markets’ Head of U.S. Equity Strategy offers her perspective on the rebound and beyond .

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U.S. stock market rally: Lopsided leadership

May 15, 2020 |Kelly Bogdanova

The rally’s narrowness doesn’t negate the move, and if the bottoming process is for real we should see more inclusive participation in months ahead.

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Audio Commentary: Checking in on Internet trends with Mark Mahaney

Audio Commentary: Checking in on Internet trends with Mark Mahaney

May 13, 2020 |RBC Wealth Management

Top-ranked Internet analyst Mark Mahaney, Managing Director with RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the impact of COVID-19 on online trends.

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Analysis of a chart

Taking stock, Part 1: Volatility

May 12, 2020 |Ben Graham, CFA

In light of the COVID-19 volatility spike, we note that past episodes of extreme volatility have seen equities deliver above-average forward returns.

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How rekindled trade tensions impact the investment outlook

May 08, 2020 |Frédérique Carrier

As if economies and markets didn’t already have their hands full, fresh U.S.-China trade tensions have added a layer of uncertainty to consider.

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Businessman standing overlooking park

The roads to recovery for earnings and the economy

May 06, 2020 |Kelly Bogdanova

The shadow cast by COVID-19 on profits and GDP growth could be longer than expected. We examine the paths back to normal for earnings and the economy.

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