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.

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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BRICS 2023 meeting flag

BRICS: What's all the fuss about?

Aug 31, 2023 |Kelly Bogdanova

As the loose association of developing nations prepares to welcome new members, we look at how emerging relationships could shape the future.

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Digital component board showing CBDC in text

Central bank digital currency and the future of money

Aug 29, 2023 |Atul Bhatia, CFA

As more central banks explore digital currencies, we examine the advantages and drawbacks, and argue the likely result is technological evolution, not revolution.

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A little tree

Persistent resilience

Aug 24, 2023 |Joseph Wu, CFA

As global equities generate solid returns this year, we explain where we see potential opportunities for investors, despite the potential for market volatility.

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Senior man with a cat holding a smart phone

When should you claim Social Security? It depends

Aug 17, 2023 |RBC Wealth Management

Timing may not be everything, but it can result in a major difference in the amount of benefits you can claim.

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Empty office space

Commercial real estate and the economy

Aug 17, 2023 |Atul Bhatia, CFA

We examine the post-pandemic challenges facing the commercial office space market, and the potential economic impacts of recent trends.

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Robotic assembly line

China’s next act in a changing economic order

Aug 14, 2023 |Jasmine Duan

As nations move away from the post-Cold War period of intense globalization, how will the world’s manufacturing powerhouse adapt to the new economic paradigm?

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