Analysis (10)

Audio commentary | Investing in 2024: Your questions, our answers

Feb 15, 2024 |Tylar Lunke, Janet Engels, and Alan Robinson

Janet, Tylar, and Alan share the key questions on investors’ minds along with RBC Wealth Management’s perspectives on the forces shaping markets.

Read more

Advisor meeting with young couple

Four strategies to prepare your portfolio for market volatility

Feb 15, 2024 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

Read more

Empty office

Are banks facing a real estate reckoning?

Feb 08, 2024 |Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

Read more

Federal Reserve building

When a Fed push results in a market shove

Feb 02, 2024 |Thomas Garretson, CFA

Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back.

Read more

Container ship

Shipping risks underestimated?

Jan 25, 2024 |Frédérique Carrier

With the Suez and Panama Canals operating below capacity, global shipping costs are climbing. We explore the corporate highs and lows from the situation and those that may benefit and those that may lose out.

Read more

Runners

Can small-cap equities go the distance?

Jan 18, 2024 |Kelly Bogdanova

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

Read more

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.

Read more

CN Tower - Toronto Global Insights 2024 Outlook

Global Insight 2024 Outlook: Canada

Dec 04, 2023 |Sunny Singh, CFA, and Luis Castillo

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

Read more

Rainy day at London Tower Bridge Global Insight Outlook 2024

Global Insight 2024 Outlook: United Kingdom

Nov 30, 2023 |Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

Stagflation risks and a likely general election suggest a volatile environment in 2024.

Read more

Fab worker holding semiconductor wafer

The chip industry’s reshoring revolution

Nov 10, 2023 |Frédérique Carrier

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

Read more