The Upin Hoch Group at RBC Wealth Management

04/19/2023

By almost any measure, the debt ceiling has been a costly failure. We think a new mechanism can be created to clarify the policy trade-offs and reduce costly politics. Read more in this RBC Wealth Management special report.

By almost any measure, the debt ceiling has been a costly failure. We think a new mechanism can be created to clarify the policy trade-offs and reduce costly politics.

02/04/2022

Faced with a challenging global economic environment, China is following its own path. We discuss near-term prospects and investment considerations.

11/06/2020

While votes are still being counted, the equity market has been taking things in stride so far, and we explain why investors should do the same.

09/01/2020

U.S.-China relations remain under stress with the sources of frictions well ingrained. Learn about potential for the decoupling of these economies.

Learn how and why our bias toward certain Chinese stock has changed given China’s focus on stimulating domestic demand, and the risks posed by a continued antagonistic relationship with the U.S.

08/19/2020

Positive earnings and revenue trends in Q2, along with the upward revisions to Q3 and 2021, signal that a wider range of earnings possibilities should be considered. Here is what investors need to know.

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.

08/10/2020

Early 2020 data shows jewelry demand fell 39 percent year over year on a global basis. Learn what this means for the real economy demand of gold.

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

08/08/2020

The five largest stocks by market value represent almost all of the S&P 500’s gains. We look at why this may or may not be of concern. Read here.

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

07/11/2020

The biggest earnings hit from COVID-19 shutdowns should be in Q2. Learn why investors should look to the 2021 earnings season to better understand the market.

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.

06/06/2020

Learn how the Fed has used yield curve control in the past and how they hope to use it now to keep interest rates and Treasury yields low. Read here.

The Fed is dusting off an obscure tool in an effort to keep Treasury yields low. What is a yield curve control program? Learn more.

04/21/2020

The avalanche of negative coronavirus news has receded and some glimmers of light have shined through. Learn how this has had a positive impact on equity markets.

Most equity markets have rallied substantially since Mar. 23, the day many country and global indexes hit a low point. Since then, the S&P 500 has jumped 25.1 percent, while Canada’s S&P/TSX has climbed 23.8 percent and Europe’s main benchmark has bounced 15.9 percent—all in less than a month.

03/26/2020

Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, discusses what the rapidly shifting coronavirus crisis means for markets.

03/20/2020

RBC is committing $2 million to community response efforts for at-risk populations and communities, beginning with contributions to partners including Food Banks Canada, Feeding America and the WHO's Covid-19 Solidarity Response Fund. https://bitly.com/2ITPXJK

TORONTO, March 18, 2020 -  To support vulnerable populations and communities, RBC has committed an initial $2-million to COVID-19 community response efforts.