Insights

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?

Three recent positive developments could prove to be a game changer for the continent, leading us to be more bullish on European equities.

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

The 2020 bear market and recovery differ from previous recessions in time compression on the downside and an above-average pace on the upside.

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

Tom Porcelli, a Managing Director and Chief U.S. Economist at RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the post-COVID-19 U.S. economic recovery.

While the immediate future remains unclear, contrarian indicators can keep investors grounded in the belief the economic foundation will improve.

The Fed is dusting off an obscure tool in an effort to keep Treasury yields low. We explore our shift to a positive outlook on high-yield bonds.