Brent Patton, Investment Advisor of RBC Dominion Securities Inc.

09/09/2020

If November sees a clean sweep for the Democrats, which sectors could emerge as the winners and losers?

08/22/2020

The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.

08/15/2020

With Q2 earnings better than feared, what does this mean for the 2020–21 earnings outlook? And is the market’s current valuation a sticking point?

Corporate and market fundamentals are moving in the right direction, along with the economy. Is this a sticking point? We discuss in our latest Global Insight Weekly.

08/06/2020

Gold has reached new highs against a backdrop of economic uncertainty. We look at its future prospects in light of economic stimulus and macro trends.

Gold has reached new highs against a backdrop of economic uncertainty. We look at its future prospects in light of economic stimulus and macro trends

08/01/2020

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

Eric Lascelles, RBC GAM Chief Economist, is adjusting his forecast for economic recovery in the U.S. Learn why, see how Canada compares, and how Asia, the UK and EU are proceeding on their paths to economic recovery.

07/25/2020

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

Several factors have pushed the average yield on U.S. investment-grade corporate bonds below 2% for the first time, while premiums for those bonds have risen to previously unseen heights. Learn what factors lead to this rally.

07/18/2020

The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.

Our new weekly series, “U.S. elections & market matters” will examine the aspects of the 2020 elections that are most pertinent to financial markets, investment portfolios, and the economy. Read here.

07/11/2020

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

The biggest earnings hit from COVID-19 shutdowns should be in Q2. Learn why the recession’s duration is expected to be shorter than the contraction that occurred during the global financial crisis.

06/26/2020

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

06/22/2020

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

06/13/2020

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.

06/06/2020

Why are U.S. equities rallying while Main Street struggles?

Normally, equity markets face a wall of worry—and lately, there has been a mountain of worry. Yet following the initial steep COVID-19 selloff, markets have climbed the mountain successfully. U.S. and Canadian indexes are up almost 40 percent since the March lows, and major European markets are up...