The Global Investment Outlook

Spring 2018

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Three things to keep in mind

Our models continue to suggest the long-term direction for bond yields is higher, but that the meaningful increase in yields over the past quarter has alleviated valuation risk in the near term.

Stocks continue to outperform bonds in our base case, but we recognize that equity valuations are vulnerable to investor confidence, which is currently high and bolstered by solid growth in corporate profits.

Our asset mix is now closer to neutral than it has been in many years, as we have reduced our bond underweight this quarter and maintain a slight overweight in stocks.

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ONE MINUTE MARKET UPDATE

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Executive Summary

Highlights from the Global Investment Outlook from RBC GAM’s Investment Strategy Committee

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