Your source for valuable insights

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.

Man walking in field at sunset

Global Insight 2024 Outlook highlights: Bonds are back

Jan 11, 2024 |Frédérique Carrier

Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

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Leaving a charitable legacy with donor advised funds

Jan 08, 2024 |RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

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The 2023 investment story: Elements of surprise

Jan 05, 2024 |Kelly Bogdanova

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

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Janet Engels and Tyler Lunke

Audio commentary – 2024 Outlook: Crosscurrents and opportunities

Jan 04, 2024 |Janet Engels and Tylar Lunke

2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.

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Skydiver

Thinking hard about a soft landing

Dec 13, 2023 |Frédérique Carrier

Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.

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TYwo people discussing finances

Financial elder abuse: Safeguarding senior and vulnerable clients

Dec 11, 2023 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023 |Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

Dec 04, 2023 |Jim Allworth

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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Empire State building over NY City Skyline Global Insight 2024 Outlook US

Global Insight 2024 Outlook: United States

Dec 04, 2023 |Kelly Bogdanova and Thomas Garretson, CFA

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

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European Union Flags

Global Insight 2024 Outlook: Europe

Dec 04, 2023 |Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

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