The Kelley Group
The U.S. stock market’s resilience was on display after hitting an all-time high as Middle East crisis risks de-escalate. But inflation and economic growth headwinds shouldn’t be ignored, and we examine how the investment environment is taking sh
AI Data centers consume a growing share of U.S. electricity. Despite rising investment in generation and transmission, capacity is struggling to keep up, and electricity prices are rising.
With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.
Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.
Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.
Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact.
Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.