Analysis (10)

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

Jul 18, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Financial data display

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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Tylar Lunke and Atul Bhatia

Audio commentary | U.S. debt dilemma: No quick fixes and no catastrophes

Jun 27, 2024 |Atul Bhatia, CFA and Tylar Lunke

Atul Bhatia and Tylar Lunke from the Portfolio Advisory Group discuss how to think about the role of government borrowing in the U.S. economy and the potential catalysts and impact of any shift toward U.S. fiscal balance.

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stacks of dollars - global insight cover image

U.S. debt dilemma: No quick fixes and no catastrophes

Jun 26, 2024 |Atul Bhatia, CFA

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

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Man looking at stock charts

The fine, frustrating U.S. equity rally

Jun 20, 2024 |Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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A group of people talking at a table

Redder: Updating our U.S. Recession Scorecard

Jun 13, 2024 |Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Innovations web feature image

Longevity: How science is extending healthspans

Jun 10, 2024 |RBC Wealth Management

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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Long and winding road

BoC-Fed divergence: In it for the long haul?

Jun 06, 2024 |Josh Nye

The BoC lowered its policy rate, and we think it will continue to cut rates sooner and faster than the Fed. We discuss why fixed income investors outside the U.S. should consider U.S. exposure where rates are likely to remain higher for longer.

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scientist microscope

Longevity: Cracking the ageing code

Jun 04, 2024 |Frédérique Carrier

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.

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Couple looking over city

State of economic play

May 30, 2024 |Joseph Wu, CFA

More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.

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