Global Insight Monthly
Tracy E.M. Price CIM, FCSI, CFP
Retired Senior Portfolio Manager & Wealth Advisor
April 2021 edition now available!
I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our latest thoughts on asset classes, the economy, and timely issues that impact investment strategy.
Highlights this month include:
SusTech: Sustainability through technology
Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike.
The steep price of success
While the rise in Treasury yields mostly reflects economic optimism, it has also been paired with fears that inflation risks could get out of hand. How the Fed’s new policy framework plays out alongside significant fiscal support will likely be one fascinating experiment for markets.
Global equity: Fairway of upside
Valuation noise notwithstanding, the equity outlook will be shaped by powerful tailwinds moving the economy forward, with occasional bouts of volatility an unavoidable accompaniment.
Audio commentary: Inflation, valuation, and the market outlook
Jim Allworth and Mark Bayko, members of the firm’s Global Portfolio Advisory Committee, discuss the emergence of new concerns such as inflation, rising bond yields, and stock valuations.