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Analysis (10)

Close up on Doctor hand writing prescription

The resilient Health Care sector in an election year

Jul 06, 2020 |Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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New black car going around a curve

Will COVID-19 force the auto sector into a U-turn?

Jul 06, 2020 |Jim Allworth

It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?

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Every picture tells a story

Jul 03, 2020 |Will Hardee

Everyone has an opinion regarding the COVID-19 crisis; while they may all mean well, no one knows when this will end. They only thing that is true in every crisis I’ve been through (19 in 42 years), human nature does not change. You can measure fear.

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How Europe is rising to the COVID-19 economic challenges

Jun 25, 2020 |Frédérique Carrier

Three recent positive developments could prove to be a game changer for the continent, leading us to be more bullish on European equities.

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What’s driving volatility in the U.S. equity market?

Jun 18, 2020 |Frédérique Carrier

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

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Where to find opportunities in a zero interest rate world

Jun 12, 2020 |Thomas Garretson, CFA

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

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Taking stock, Part 5: The anatomy of a recovery

Jun 09, 2020 |Ben Graham, CFA

The 2020 bear market and recovery differ from previous recessions in time compression on the downside and an above-average pace on the upside.

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Why are U.S. equities rallying while Main Street struggles?

Jun 05, 2020 |Kelly Bogdanova

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

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The road to recovery for the U.S. Economy

Audio commentary: The road to recovery for the U.S. economy

Jun 03, 2020 |RBC Wealth Management

Tom Porcelli, a Managing Director and Chief U.S. Economist at RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the post-COVID-19 U.S. economic recovery.

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Taking stock, Part 4: Contrarian indicators

Jun 02, 2020 |Ben Graham, CFA

While the immediate future remains unclear, contrarian indicators can keep investors grounded in the belief the economic foundation will improve.

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