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.

Ongoing omicron: What’s next for China?

Apr 21, 2022 |Frédérique Carrier & Jasmine Duan

China’s economy has taken a hit from omicron’s spread. We look at the zero-COVID policy’s impact, and highlight implications for equity investors.

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The case for cash: How much do I really need for a healthy portfolio?

Apr 21, 2022 |RBC Wealth Management

Investors shouldn't keep the majority of their portfolios in cash. However, it can be used within your overall wealth planning strategy.

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Is the U.S. dollar losing its global appeal?

Apr 14, 2022 |Alan Robinson

We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.

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Is the market overreacting to the inverted yield curve?

Apr 14, 2022 |Atul Bhatia, CFA

We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.

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Well-being at work: What we’ve learned from the Great Resignation

Apr 13, 2022 |Shareen Luze

With pandemic stress and burnout topping the list of reasons why people left their jobs, it’s clear workers are looking for greater support.

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Did you put off your wedding during the pandemic? Don't put off the money talk

Apr 11, 2022 |Angie O'Leary

Understanding your spouse's motivation for how they want to spend, save and invest can help you better appreciate their point-of-view and work through important financial decisions.

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Is the market overreacting to the inverted yield curve?

Apr 07, 2022 |Atul Bhatia, CFA

We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.

Read more

businesswoman-looking-at-papers-in-office-with-sunset

Preparing for the great sunset: What you need to know if tax code provisions expire

Apr 05, 2022 |Angie O'Leary

There has been a great deal of tax uncertainty as the Biden administration continues to explore tax policy changes.

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The Russia-Ukraine conflict and a new Europe in the making

Apr 05, 2022 |Frédérique Carrier

The conflict is driving a transformation of the EU’s economic and geopolitical order. Despite the dark cloud over Europe today, opportunities remain.

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Why the U.S. and Canada can weather the economic shock from the Russia-Ukraine conflict

Mar 31, 2022 |Kelly Bogdanova

Different regions are feeling different effects. Why are the U.S. and Canadian economies more resilient, and how does that factor into equity portfolios?

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