The shifting trade winds have not blown away uncertainty, and we look at how this all shapes the investment landscape.
The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?
Next-gen innovations are upending and rejuvenating the industrial landscape. Read how we expect this new dawn will transform the investment outlook for the Industrials sector.Learn more
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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
Director of Portfolio Advisory Group,
“We continue to suggest to our investors that they maintain their asset allocation to stocks; what is comfortable to them, what makes sense from a strategic standpoint for their allocation and there are reasons for that. Number one: We see no risk of U.S. recession. If we did, the view would be quite different.”View profile