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.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Photographer with long lens

Long bonds for the long-term investor

Sep 28, 2023 |Atul Bhatia, CFA

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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Man and woman around a table signing papers

Five strategies for taking your required minimum distributions

Sep 28, 2023 |RBC Wealth Management

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

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Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Sep 22, 2023 |Lindsay Strickland and Tylar Lunke

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

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Federal Reserve

Is an economic soft landing on the schedule?

Sep 22, 2023 |Thomas Garretson, CFA

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

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Cover image from the Wealth Insights Guide

Create your retirement paycheck

Sep 22, 2023 |RBC Wealth Management

You deserve the confidence associated with a personalized retirement income plan. Don’t know where to start? We can help guide you.

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Shanghai solar panels

Recharging the energy transition?

Sep 21, 2023 |Frédérique Carrier

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

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Family sitting around dinner table

How a family mission statement can help with your wealth transfer plan

Sep 19, 2023 |Amy Castoro, President and CEO of The Williams Group

Working with your family to develop a wealth mission statement can chart an intentional course for the future.

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Housing construction in China

Can China reboot its economy?

Sep 14, 2023 |Kelly Bogdanova

With China stuck in a morass of low economic growth, we look at how the country is attempting a course correction and how to position global equity portfolios.

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In the garden of forking paths

Do investors have an alternative to TINA?

Sep 08, 2023 |Kelly Bogdanova

Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

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Global Insight Monthly

The income is back in fixed income

Sep 07, 2023 |Mikhial Pasic, CFA & Joseph Wu, CFA

With bond yields near or above the return targets in many wealth plans, we think fixed income should play a bigger role in portfolios.

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