The Global Investment Outlook

Summer 2018


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Three things to keep in mind

Our models continue to suggest an upward trend to bond yields over the long term, but also that adjustments can be gradual and distributed over an extended period.

Although stocks have been volatile in the past quarter amid protectionism, rising interest rates and firming inflation, equities continue to offer decent upside potential as long as rapid corporate profit growth is sustained.

Given the stage of the business cycle and other potential risks to our base case, we are maintaining a modest overweight in stocks and underweight in bonds, but less so than at previous points in the cycle since bonds should serve as ballast if stocks run into turbulence or the economy downshifts.

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Executive Summary

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

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