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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Analysis (10)

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Investment outlook for your 2022 portfolio

Dec 02, 2021 |RBC Wealth Management

Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.

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How China’s new economic policies could impact global investment

Dec 02, 2021 |Frédérique Carrier, Jasmine Duan

Tech-sector regulation is just one of the policy shifts being driven by President Xi Jinping, as China faces demographic and productivity challenges.

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Green energy transformation: Opportunities and realities

Dec 01, 2021 |Kelly Bogdanova

The transition could represent a grand economic realignment, but investors shouldn’t lose sight of what it’s going to take to get from here to there.

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Is the U.S. corporate debt mountain something to worry about?

Dec 01, 2021 |Thomas Garretson

A historic corporate debt binge has supported the economic recovery. How should investors view the opportunities and risks for this business cycle?

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Equity investing for the next ten years

Dec 01, 2021 |Jim Allworth

As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?

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What will policy normalisation look like for global central banks?

Nov 19, 2021 |Frédérique Carrier

The synchronised, extraordinarily accommodative response of global central banks since the pandemic struck is giving way to different policy paths.

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Why is the U.S. equity market largely unfazed by high inflation?

Nov 12, 2021 |Kelly Bogdanova

Inflation continues to rise and the U.S. equity market is mostly indifferent. We lay out factors that could make inflation a problem for the market.

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How will Fed tapering affect market dynamics?

Nov 05, 2021 |Thomas Garretson, CFA

The long-anticipated taper announcement came. But there are a lot of moving parts to the Fed’s outlook and we address three burning questions.

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Putting a price on carbon emissions

Nov 02, 2021 |Frédérique Carrier

More countries are making the pricing of carbon emissions mandatory, via cap-and-trade rules or a tax. How should investors view this new expense?

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What will be the effect of fiscal policy on consumers?

Oct 29, 2021 |Atul Bhatia, CFA

We examine the infrastructure and social legislation proposed by Congress, and look at what it could mean for U.S. growth and inflation.

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