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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)

Human hand with U.S. currency

Is the U.S. dollar still a viable reserve currency?

Apr 20, 2023 |Atul Bhatia, CFA

We explain why we believe it will be status quo for the currency despite reports to the contrary.

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RBC tower

Special Report: Fixing the crack in the ceiling

Apr 18, 2023 |Atul Bhatia, CFA

By almost any measure, the debt ceiling has been a costly failure. We think a new mechanism can be created to clarify the policy trade-offs and reduce costly politics.

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Investors reviewing stocks

A recession is here – but not that kind

Apr 13, 2023 |Kelly Bogdanova

While investors have been debating about an economic recession, an earnings recession has already settled in. We examine how this may play out.

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Empty office space

What are the next risks for markets, and can they be contained?

Apr 06, 2023 |Frédérique Carrier

After the recent banking woes, attention has turned to other potential pressures. We take stock of some vulnerabilities and the investment implications.

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workers at electronics factory

What do China’s policy initiatives mean for investors?

Apr 04, 2023 |Jasmine Duan

China’s government announced policies that could have broad implications for equity markets, commodities, and economic growth.

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Serene lake with stones

What’s calmed markets during the banking stress?

Mar 30, 2023 |Kelly Bogdanova

We see four reasons why the stock market has punched through the turbulence and give our thoughts on the main risks from here.

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Janet Engels and Tylar Lunke

Audio commentary: Questions, opportunities, and where things are headed

Mar 28, 2023 |Janet Engels and Tylar Lunke

Janet Engels shares what’s top of mind for investors, and reflects on where opportunities can be found.

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Bank facade

A crisis for a few banks is not a banking crisis

Mar 24, 2023 |Atul Bhatia, CFA

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

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Lambs

Will the market volatility that came in like a lion go out like a lamb?

Mar 23, 2023 |Thomas Garretson, CFA

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

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Kelly Bogdanova and Tylar Lunke

Audio commentary: Knock-on effects from SVB’s collapse

Mar 20, 2023 |Kelly Bogdanova and Tylar Lunke

Following the downfall of Silicon Valley Bank, a large Swiss financial institution has nearly failed, adding to stress in the financial system.

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