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☆ We would expect markets continue to gain in the event of a Trump victory: RBC Wealth Management
▼ + stars: | 2024-10-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe would expect markets continue to gain in the event of a Trump victory: RBC Wealth ManagementFrederique Carrier, head of investment strategy at RBC Wealth Management, discusses the impact of the upcoming U.S. election on markets.

Organizations: RBC Wealth Management

☆ Need to see property market stabilization measures from the Chinese government: RBC
▼ + stars: | 2024-10-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNeed to see property market stabilization measures from the Chinese government: RBCJasmine Duan with RBC Wealth Management Asia says China's property market is key for income and consumer sentiment, and adds that the government has realized reliance on high-end manufacturing isn't enough to boost the overall economy.

Persons: RBC Jasmine Duan Organizations: RBC, RBC Wealth Management

☆ CNBC Daily Open: Stocks’ choppiness in October can be an opportunity
▼ + stars: | 2024-10-09 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

Hasan Akbas | Anadolu | Getty ImagesThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. October, then, is truly living up to its reputation as the most volatile month for stocks. But investors should keep in mind the uncomfortable swings in markets aren't always a good signal for the underlying health of stocks. In fact, when stocks dip because of mild repricing or a correction, that's a good opportunity for investors to swoop in, according to Johnson.

Persons: SPX, Hasan Akbas, Robert Sluymer, Piper Sandler, Craig Johnson, Johnson, – CNBC's Hakyung Kim, Samantha Subin, Alex Harring Organizations: Anadolu, Getty, CNBC, Nasdaq, Nvidia, Palo Alto Networks, Meta, Dow Jones, RBC Wealth Management Locations: Alaska, United States, U.S, aren't

☆ As Netanyahu vows Iran payback, markets watch for dangers of further escalation
▼ + stars: | 2024-10-02 | by ( Natasha Turak | ) www.cnbc.com time to read: +5 min

Markets are now braced for what could follow a likely Israeli retaliation against Iran. watch nowOil prices gained over 5% in the previous session following the missile strike, before tapering to a 2.5% climb. Oil infrastructure 'tempting targets for Israel'Lewis Sage-Passant, an adjunct professor of intelligence at Sciences Po in Paris, described energy markets as jittery, as investors watch for Israel's next moves. Even without direct targeting, much of the world's oil infrastructure sits under these missile's flight paths, so naturally everyone is very nervous." Questions remain whether a strong Israeli response would restore deterrence or trigger further escalation from Iran and tip the nations into a full-blown war.

Persons: Amir Cohen, Hassan Nasrallah, Lewis Sage, Jake Sullivan, Roger Zakheim, what's, Zakheim, Abbas Araghchi, Sara Vakhshouri Organizations: Reuters Israel's, Brent, West Texas, Isles, RBC Wealth Management, Sciences Po, Israel, Energy, U.S . National, Ronald Reagan Institute, Investments, Saab, BAE Systems, Thales, Rheinmetall, Iran's, SVB Energy Locations: Ashkelon, Israel, Tel Aviv, Iran, Tehran, London, Asia, Paris, U.S, Washington

☆ RBC Wealth Management: India equity markets are 'fundamentally attractive'
▼ + stars: | 2024-09-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRBC Wealth Management: India equity markets are 'fundamentally attractive'Gautam Chadda of RBC Wealth Management explains the bank's overweight on India, pointing to political stability, structural reforms, and likely RBI easing as key reasons.

Organizations: RBC Wealth Management Locations: India

☆ The Fed slashed interest rates last week, but Treasury yields are rising. What’s going on?
▼ + stars: | 2024-09-26 | by ( Jeff Cox | Jeff Cox Is A Finance Editor With Cnbc.Com Where He Covers All Aspects Of The Markets | Monitors Coverage Of The Financial Markets | ) www.nbcnews.com time to read: +6 min

The Treasury market, though, hasn’t been paying attention. Officials penciled in another 50 basis points in reductions by the end of the year and another 100 by the end of 2025. That sentiment is evident in the “breakeven” inflation rate, or the difference between standard Treasury and Treasury Inflation Protected Securities yields. The 5-year breakeven rate, for instance, has risen 8 basis points since the Fed meeting and is up 20 basis points since Sept. 11. Taken together, the various dynamics in the Treasury market are making it a difficult time for investors.

Persons: hasn’t, ”, Jonathan Duensing, — haven’t, “, Robert Tipp, We’re, Jerome, Powell, ” Duensing, Tom Garretson, “ They’d, There’s Organizations: Federal Reserve, Treasury, Amundi, Fed, CME, Treasury Inflation, RBC Wealth Management

☆ Strategist discusses China loan growth, property sector outlook
▼ + stars: | 2024-08-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrategist explains why loan growth will be slow without China's property sector stabilizingJasmine Duan, senior investment strategist at RBC Wealth Management Asia says that without the Chinese property sector "finding a bottom" and gradually stabilizing, loan growth will not pick up significantly.

Persons: Jasmine Duan Organizations: RBC Wealth Management Asia

☆ China's Third Plenum won't reverse market sentiment, strategist says
▼ + stars: | 2024-07-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's Third Plenum won't reverse market sentiment, strategist saysJasmine Duan, senior investment strategist at RBC Wealth Management Asia, says investors aren't expecting too much from the event.

Persons: Jasmine Duan, aren't Organizations: RBC Wealth Management Asia

☆ RBC Wealth Management: Too early to turn bearish on markets
▼ + stars: | 2024-07-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRBC Wealth Management: Too early to turn bearish on marketsFrederique Carrier, head of investment strategy at RBC Wealth Management, outlines two factors that would "herald a more difficult time."

Organizations: RBC Wealth Management, Frederique

☆ China markets: We maintain our strategy of focusing on alpha selection, RBC strategist says
▼ + stars: | 2024-05-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina markets: We maintain our strategy of focusing on alpha selection, RBC strategist saysJasmine Duan, senior investment strategist at RBC Wealth Management Asia, says it continues to like high dividend yield stocks.

Persons: Jasmine Duan Organizations: China, RBC, RBC Wealth Management Asia

☆ RBC Wealth Management says it likes energy and semiconductor stocks
▼ + stars: | 2024-05-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRBC Wealth Management says it likes energy and semiconductor stocksFrederique Carrier, head of investment strategy at RBC wealth management, says it continues to be committed to equities.

Organizations: RBC Wealth Management, RBC

☆ There is still value in luxury stocks over the long term, RBC says
▼ + stars: | 2024-03-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere is still value in luxury stocks over the long term, RBC saysFrédérique Carrier, RBC Wealth Management's head of investment strategy, says there is still value in luxury stocks over the long term, particularly after a recent retreat amid short-term market pressures.

Persons: Frédérique Carrier Organizations: RBC, Frédérique, RBC Wealth

☆ RBC analyst: We're still constructive on U.S. stocks
▼ + stars: | 2024-03-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRBC analyst: We're still constructive on U.S. stocksFrederique Carrier, managing director, head of Investment strategy for the British Isles and Asia at RBC Wealth Management, says it expects the first U.S. Federal Reserve interest rate cut to take place in June.

Persons: We're Organizations: RBC, Carrier, Isles, RBC Wealth Management, U.S . Federal Locations: Asia

☆ Family offices move money out of stocks and into private markets
▼ + stars: | 2023-11-28 | by ( Robert Frank | ) www.cnbc.com time to read: +4 min

A survey of North American family offices conducted by Campden Wealth and RBC found that family offices had 29.2% of their investments in private markets, which include private equity, venture capital and private debt, compared to 28.5% in publicly traded stocks. It marks the first time in the survey that family offices had more invested in private markets than public stock. "Family offices have maintained a consistent pattern of augmenting their allocations to private markets," according to the study. Family offices say private markets offer better returns over the long term without the volatility of stocks. Along with private markets, family offices are also showing increasing interest in alternative assets, including real estate and commodities.

Persons: Angie O'Leary Organizations: Campden Wealth, RBC, RBC Wealth Management Locations: New York City, China, North America

Investors cautioned that tax breaks would not be sufficient to raise business investment while UK interest rates stayed high. But Wednesday, equity markets focused on Hunt's business boosts, such as a move to make full expensing on investment permanent. UK stock markets have underperformed their European and U.S. peers in 2023. The FTSE 100 index 12-month forward price-to-earnings ratio is around 10.7, about half that of U.S. stocks, with Hunt's budget unlikely to move the dial too far. Reuters GraphicsSTERLING SOGGYThe pound struggled to gain any traction on the back of Hunt's budget.

Persons: Dado Ruvic, Kwasi Kwarteng, Leigh Himsworth, Simon Harvey, Philip Shaw, Thomas McGarrity, Fuller, Smith, Turner, Oli Creasey, It's, BoE, GILTS, Craig Erlam, Goldman Sachs, Naomi Rovnick, Samuel Indyk, Lucy Raitano, Amanda Cooper, Harry Robertson, Angus MacSwan Organizations: REUTERS, Wednesday, Traders, Investors, Fidelity International, Reuters Graphics, Bank of England, BT, Investec, RBC Wealth Management, Reuters, BREWERS, Debt Management, Reuters Graphics STERLING, Thomson Locations: U.S, Cheviot, gilts, London

☆ We're cautious on credit but more positive on rates, RBC Wealth Management says
▼ + stars: | 2023-11-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're cautious on credit but more positive on rates, RBC Wealth Management saysFrederique Carrier of RBC Wealth Management discusses the outlook for interest rates and lending conditions.

Organizations: RBC Wealth Management, Frederique

☆ Don't worry about dedollarization – the yuan has a 'paltry' share of reserves, so the buck is going nowhere, RBC says
▼ + stars: | 2023-10-10 | by ( George Glover | ) www.businessinsider.com time to read: +2 min

The rival yuan doesn't pose a credible threat to the buck, strategist Alan Robinson said in a recent research note. "While China would like its renminbi to topple the dollar, that currency's share of global reserves remains a paltry 2.5%," he wrote. AdvertisementAdvertisement"We don't think any single currency is positioned to replace the dollar in the global reserve system," Robinson added. The greenback had a 59% share of global reserves at the end of the second quarter of 2023, per the IMF. The buck has clung onto its role as the dominant global currency despite China and Russia stepping up their efforts to undermine it since the Kremlin invaded Ukraine in February 2022.

Persons: Alan Robinson, —, Robinson Organizations: RBC Wealth Management, Service, Global, International Monetary Fund Locations: China, Russia, Kremlin, Ukraine, Beijing, Moscow, Russian

☆ Inflation ticked up in July, pausing a year of slowing price growth
▼ + stars: | 2023-08-10 | by ( Madison Hoff | ) www.businessinsider.com time to read: +4 min

Inflation as measured by the CPI was expected to accelerate, with a year-over-year CPI forecast of 3.3% for July after June's 12-month change of 3.0%. Inflation had been cooling for 12 straight months before the latest CPI release. That increase is around the forecast, a year-over-year increase of 4.8%. The food index surged 4.9% year over year in July. "Despite elevated inflation, longer-term inflation expectations appear to remain well anchored, as reflected in a broad range of surveys of households, businesses, and forecasters, as well as measures from financial markets."

Persons: That's, Tom Garretson, Garretson, Greg McBride, Jerome Powell Organizations: Service, Index, Bureau of Labor Statistics, CPI, RBC Wealth Management, Federal Locations: Wall, Silicon

☆ Here's everything you need to look for in Friday's July jobs report
▼ + stars: | 2023-08-03 | by ( Jeff Cox | ) www.cnbc.com time to read: +6 min

The prime-age participation rate, for one, focuses on the 25-to-54 age group cohort. watch now"The durability of this labor market largely comes because we simply don't have the people," said Rachel Sederberg, senior economist for job analytics firm Lightcast. They don't even come close to the Baby Boomers who have left the labor market." Those measures include job data from alternative sources, the job openings count from the Labor Department, and the firm's own employer surveys. The trick, said Lightcast economist Sederberg, is for the labor market to be cooling but not crashing.

Persons: Jeff Greenberg, Jeffrey Roach, Roach, —, Covid, Rachel Sederberg, We've, X, Tom Garretson, Garretson, Goldman Sachs, Goldman, Spencer Hill, Hill, Sederberg, we've Organizations: Miami, Universal, Getty, Federal Reserve, LPL, Baby Boomers, RBC Wealth Management, RBC, Labor Department Locations: Miami Beach , Florida, Normandy Isle, 7ty, U.S

☆ The Bank of Japan will likely abandon its yield curve control policy later this year: Wealth manager
▼ + stars: | 2023-07-21 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Bank of Japan will likely abandon its yield curve control policy later this year: Wealth managerFrederique Carrier, head of investment strategy at RBC Wealth Management, discusses the outlook for the Japanese economy.

Persons: Frederique Carrier Organizations: of, RBC Wealth Management Locations: of Japan

U.S. stocks have made big gains this year, but the performance across global stocks has been uneven so far. So where will global stocks go in the second half of the year? Five of the strategists polled expect global markets to fall, while another five say the stocks will beat their U.S. counterparts. Global market bulls Those who expect global stocks to beat the U.S. are most bullish on the U.K., Europe and Japan. Global market bears Andreas Bruckner, European equity strategist at BofA Global Research, predicts that Europe's Stoxx 600 will end the year at 390 — a nearly 15% decline from Monday's close.

Persons: Christian Abuide, Karim Chedid, Liz Ann Sonders, Charles Schwab, Andreas Bruckner, Mark Haefele, Bruckner, Roger Lee, Lee, Haefele, Carrier Organizations: CNBC Pro, U.S, Lombard, iShares, BofA Global Research, UBS Global Wealth, Nasdaq, UBS, RBC Wealth Management Locations: Japan, China, U.S, Europe

The bullish view Just four of the 15 strategists expect the S & P 500 to end the year higher than current levels, albeit very slightly. He expects the S & P 500 to end the year at 4,500 — up 2.3% from its current level. Instead, Peng said the S & P 500 's performance will likely broaden over the second half of this year. She expects the S & P 500 to remain flat by the end of the year at 4,300. UBS expects the S & P 500 to end the year at 4,100 — a drop of 7% from current levels.

Persons: Stocks, BlackRock Karim Chedid, Jerome Powell, Karim Chedid, Chedid, Chadha, Charles Schwab Liz Ann Sonders, Ken Peng, Peng, Savita Subramanian, Andreas Bruckner, Liz Ann Sonders, Charles Schwab, Matt Rowe, Mark Haefele, Christian Abuide, Sameer Samana, Rowe, Wouter Sturkenboom, Sturkenboom Organizations: CNBC Pro, Investment, iShares EMEA, BlackRock, Reserve, Deutsche Bank, Citi Global Wealth Investments, Big Tech, Bank of, Equity, Nomura, UBS Global Wealth Management, Federal Reserve, UBS, Lombard, RBC Wealth Management, U.S, Global Market, Wells, Wells Fargo Investment, Nomura Private Capital, EMEA, APAC, Northern Trust, Wells Fargo Investment Institute Locations: U.S, Asia, Europe, Wells Fargo, Northern, Samana

McKinsey says generative AI could add $7.3 trillion in value to the world economy each year and believes half of today's work activities could be automated between 2030 and 2060. The latest Bank of America survey in June showed 29% of global investors don't expect AI to increase profits or jobs. "There's a lot of focus on the risks that generative AI can bring. He sounded confident over the capacity of some professional information and data providers, which own proprietary data, to integrate generative AI into their products. Cristina Matti, small and midcaps portfolio manager at Amundi, said indiscriminate investing was not an option for investors seeking AI exposure.

Persons: Gilles Guibout, UK's Pearson, Chegg, Pearson, Thomas McGarrity, Andrea Scauri, Scauri, Capgemini, Cristina Matti, Danilo Masoni, Lucy Raitano, Chizu Organizations: Nvidia, McKinsey, AXA Investment, Bank of America, Microsoft, RBC Wealth Management, Accenture, Thomson Locations: MILAN, Europe, United States, Paris, Lemanik, Amundi

☆ European equity investors hunt for big returns in small places
▼ + stars: | 2023-06-15 | by ( Lucy Raitano | ) www.reuters.com time to read: +5 min

The MSCI Europe SMID index of European small to mid-cap firms (.MIEU000D0PEU) is trading near 2008 lows versus the wider market in terms of valuations, including both price/earnings and price-to-book ratios. The bank's small cap basket is invested across sectors, or 'sector neutral', to make it "less prone to the ups and downs of cyclical acceleration and deceleration." But M&A remains a supportive theme, said Amundi's Matti, as big players seeking external growth can look to the small cap sector for niche expertise to add to their portfolios. "When people are trying to find alpha to add to their portfolio, small caps tend to be the place to look at," said Matti. "Ultimately, they (small caps) are a rich hunting ground for long-term investors."

Persons: Dash, Emmanuel Cau, Amundi, Cristina Matti, Amundi's Matti, Matti, Graham Secker, Morgan Stanley, ”, Bernie Ahkong, Morgan Stanley's Secker, Thomas McGarrity, Lucy Raitano, Susan Fenton Organizations: Barclays, Energy, Reuters Graphics, O’Connor, Alpha, UBS Asset Management, Data, RBC Wealth Management, Thomson Locations: Europe, Amundi

☆ Global manufacturing is sputtering
▼ + stars: | 2023-06-11 | by ( Bryan Mena | ) edition.cnn.com time to read: +8 min

S&P Global data showed that the US manufacturing sector fell into contraction territory in May. Business conditions in China’s manufacturing industry, the largest in the world, improved in May, according to the Caixin manufacturing Purchasing Managers’ Index. Globally, manufacturers’ optimism fell to its lowest level since December, according to the JPMorgan Global Manufacturing PMI. The possibility of China reinvigorating global economic growth is slipping. That could eventually lead to global manufacturers trimming their workforces if demand for goods continues to weaken and their backlogs shrink further.

Persons: ”, Ariane Curtis, “ We’ve, Tom Garretson, Jerome Powell, hasn’t, won’t bode, Liu Young, Monish Patolawala Organizations: DC CNN — Manufacturers, Factories, P, Institute for Supply Management, Commerce Department, JPMorgan Global Manufacturing PMI, Capital Economics, International Monetary Fund, RBC Wealth Management, Credit Suisse, UBS, The Federal Reserve, European Central Bank, Fed, Apple, 3M, National Association of Manufacturers Locations: Washington, United States, Ireland, China, Europe, Germany, Europe’s

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