Will COVID-19 force the auto sector into a U-turn?
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?
The resilient Health Care sector in an election year
We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.
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RBC Global Asset Management Inc.
“In retrospect, the decision to deliver fiscal stimulus during the worst of the economic downturn was inspired. Not only have bond markets reacted well, but international evidence has also congealed around the conclusion that every dollar borrowed generated two in economic benefits. So far, so good.”View profile
Head, Portfolio Advisory Group – U.S.
“Indications of economic recovery remain fragile. The unprecedented nature of all the recent events points to choppy waters ahead. We are not negative; rather, we are cautious as excessive expectations may have been built into the rally. As always, investors should be vigilant.”View profile