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Posts From RBC Global asset Mang

Investment perspectives: US Mid-term Elections

Investment perspectives: US Mid-term Elections

🕔10:06, 15.Nov 2022

With only days to go, the wild 2022 midterms continue apace. From Democrats funding “MAGA Republicans” in primary races, to former President Trump trying his hand as kingmaker, to sacrosanct Democrat seats and governorships at risk of being flipped (we’re

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Equity markets stumble as outlook becomes highly uncertain

Equity markets stumble as outlook becomes highly uncertain

🕔14:32, 24.Mar 2022

Financial assets have undergone a significant repricing in the past quarter. Global growth is slowing, inflation is stubbornly high, financial conditions are tightening and Russia’s invasion of Ukraine introduces significant geopolitical instability. In the near term, punitive sanctions on Russia

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Emerging Market Debt in 2022

Emerging Market Debt in 2022

🕔11:10, 9.Feb 2022

5 investment solutions Emerging markets (EM) never fail to present a challenging and diverse investment landscape. While there are always opportunities for alpha generation, not all investment strategies pursue approaches that are likely to be fruitful in today’s climate. Here

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Global adoption— regional divide

Global adoption— regional divide

🕔12:51, 23.Oct 2020

Survey reflects a broad cross-section The 2020 RBC Global Asset Management Responsible Investment Survey was answered by over 800 participants from around the world, including the US, Canada, Europe and Asia. Respondents come from all corners of the investment business. 

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Changing attitudes towards responsible investment in Asia

Changing attitudes towards responsible investment in Asia

🕔12:06, 11.Oct 2019

The UN Principles for Responsible Investment (PRI) is an international network of investors working together to put six principles of responsible investment into place. PRI signatories in Asia increased by 29% in 2018, growing at more than double the rate

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Economic growth continues to downshift

Economic growth continues to downshift

🕔18:10, 30.Sep 2019

Financial markets face an evolving set of macroeconomic headwinds and, against this challenging backdrop, central banks are now offering support through monetary stimulus. Our base case is for continued economic growth, albeit at a slowing pace but we recognize that

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Out of style: why Value is due a rebound

Out of style: why Value is due a rebound

🕔13:28, 23.Aug 2019

Value stocks have been out of favour globally since 2007 in what seems like the longest period of underperformance in recent history. The Value premium has been widely researched and explained using data series dating back almost 100 years. Despite

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The Global Investment Outlook

The Global Investment Outlook

🕔11:02, 3.Jan 2019

Global economy decelerates as headwinds mount and tailwinds fade After enjoying solid and accelerating global growth in 2017 and the first half of 2018, momentum has waned and we expect this trend to continue into 2019. Financial conditions have worsened

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The Global Investment Outlook

The Global Investment Outlook

🕔11:02, 3.Jan 2019

Global economy decelerates as headwinds mount and tailwinds fade After enjoying solid and accelerating global growth in 2017 and the first half of 2018, momentum has waned and we expect this trend to continue into 2019. Financial conditions have worsened

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Solid economic growth in sight

Solid economic growth in sight

🕔13:02, 27.Jun 2018

The Global Investment Outlook The global economy is being buoyed by a variety of tailwinds. The most prominent is fiscal stimulus which, while mostly a U.S. story, could extend to other developed regions such as the U.K., Japan and Germany

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Global macroeconomic environment remains positive

Global macroeconomic environment remains positive

🕔11:02, 27.Mar 2018

Benefi ting from positive momentum in 2017, the economic backdrop is quite good by post-crisis standards. Many of the macroeconomic indicators we monitor are at or near cycle highs. Financial conditions are still reasonably supportive, fi scal stimulus should provide

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The Global Investment Outlook

The Global Investment Outlook

🕔13:02, 11.Jan 2018

We are increasingly of the view that the secular stagnation that held back economic growth for much of the past decade may be finally fading as the bad memories of the financial crisis recede, a new generation of business leaders

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The Global Investment Outlook

The Global Investment Outlook

🕔01:02, 24.Sep 2017

The global acceleration in economic growth that began in the middle of 2016 has largely been sustained in both the developed and developing world. The U.S. economy is on the cusp of operating at full capacity, Canada is getting quite

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Carbon 1-2-3

Carbon 1-2-3

🕔01:02, 24.Sep 2017

CO2 emissions, greenhouse gasses and global warming. These are all contemporary issues that weigh heavily on the minds of asset owners. “How do we construct a portfolio in line with our fiduciary duty to maximise returns while investing in a

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Portfolio Manager Perspectives

Portfolio Manager Perspectives

🕔11:02, 22.Aug 2017

BlueBay Emerging Market Debt Update  Financial markets were jolted from their August slumber by a dramatic increase in tension between the US and North Korea. President Kim Jong-un’s threatened strike on Guam, and the consequent statement from Trump that he

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Geopolitical knots

Geopolitical knots

🕔17:02, 15.Aug 2017

Global Insight Weekly Geopolitical risks are back as the saber-rattling between North Korea and the U.S. could have implications for markets until the tension unwinds. We explain how investors should approach decision-making and how geopolitical risks should factor into portfolio

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Implications of a peak dollar world

Implications of a peak dollar world

🕔17:02, 15.Aug 2017

Global Insight The cyclical bull market in the dollar has touched most aspects of global portfolio positioning this decade. We can’t call an end to this cycle yet, but we know it’s coming, and investors need to think about how

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What D.C. drama?

What D.C. drama?

🕔11:02, 31.Jul 2017

Global Insight Weekly If markets really hate uncertainty, they’re not showing it this year. Despite the political chaos, the market has not been hanging on Washington’s every word. We look at what it’s been focusing on that has allowed it

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That was then, this is now

That was then, this is now

🕔07:02, 25.Jul 2017

Global Insight Weekly The U.S. Tech sector’s new record high has brought back memories of the dot-com bubble. But unlike then, today’s Tech sector is not propped up by fanciful talk. It’s led by companies that are truly transforming the

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Banking on more momentum?

Banking on more momentum?

🕔11:02, 11.Jul 2017

U.S. bank stocks have had the pedal to the metal lately, and the question is whether they’ll be able to maintain their mojo. While investors should expect some hiccups along the way, we see catalysts that will likely keep the

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Continental shift: The appeal of European equities

Continental shift: The appeal of European equities

🕔11:02, 11.Jul 2017

Global Insight Continental shift: The appeal of European equities Dividend strategy: Slow and steady wins the race Global equity: In sync Global fixed income: Caution, slippery road ahead

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So what could go wrong?

So what could go wrong?

🕔17:02, 3.Jul 2017

Global Insight Weekly The equity bull is riding a winning streak and the macro environment is conducive for more gains. So what’s not to like? Yet there are some risks that could rain on the parade, and we zero in

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The Global Investment Outlook

The Global Investment Outlook

🕔17:02, 3.Jul 2017

Executive Summary The economic uptick that took root in the summer of 2016 has continued to bloom and a synchronized global economic expansion is at hand, with leading indicators pointing to a faster-thannormal clip across much of the world. That

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A healthy choice

A healthy choice

🕔01:02, 25.Jun 2017

Global Insight Weekly As we take the pulse of the investment environment, we think the Health Care sector is back in shape and showing momentum. With appealing valuations and potential catalysts on the horizon, we explain why the sector is

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Return to sender

Return to sender

🕔11:02, 19.Jun 2017

Global Insight Weekly The Fed delivered on its promises at its June 14 meeting, and continued to deliver a hawkish message with a rate hike and plans to begin to drawdown its balance sheet, but looking to the markets, the

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The lopsided rally

The lopsided rally

🕔11:02, 13.Jun 2017

Global Insight Weekly The high-flying U.S. equity rally of the past year has seen outperformance skewed toward one sector and five stocks in particular. But a lopsided surge like this isn’t out of the ordinary, and we believe narrow market

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French connection

French connection

🕔11:02, 6.Jun 2017

Global Insight The economic revival in Europe and France’s “vote of confidence” in the EU increase the appeal of European equities. We have upgraded European equities to Overweight Economic revival is yielding better earnings growth while valuations are less demanding

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Pass the baton

Pass the baton

🕔11:02, 29.May 2017

Global insight Weekly While we still like the prospects for the long-term U.S. bull market, we think it’s time investors expand their worldview. European equities are getting their groove back, so we’re throttling back a bit on U.S. equities in

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Three paths for U.S. equities

Three paths for U.S. equities

🕔01:02, 8.May 2017

Global Insight Perspectives from the Global Portfolio Advisory Committee Global equity: Higher but slower Global fixed income: Still a lower-for-longer world Commodities: Natural gas: Wall of supply coming Currencies Euro: Inflation impact

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Bull doze?

Bull doze?

🕔11:02, 1.May 2017

Global Insight Weekly Equity markets have been on such a tear for so long, it’s only natural that they’re due for a pause, especially with a historical slow season upon us. While the bull market should remain intact, investors should

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Put it to the test

Put it to the test

🕔13:02, 21.Apr 2017

Global insight Weekly After spending 2017 in a tight trading range, the 10-year Treasury has finally chosen its path forward: lower. The slide has breached key technical levels, putting a test of 2% in sight. But unlike 2016, we think

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The real deal

The real deal

🕔11:02, 14.Apr 2017

Global Insight Weekly Deal activity has taken off, especially in the U.K. and parts of Asia. While conventional wisdom thinks equity markets tend to peak when M&A volume surges, we think this global M&A cycle has further to go, including

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Global Britain?

Global Britain?

🕔11:02, 6.Apr 2017

Global Insight The clock has started and it’s time for the U.K. government to roll up its sleeves because the heavy lifting begins now. How it splits assets and liabilities with the EU and whether it can negotiate a trade

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