Key Takeaways Growth, Momentum and Quality continued to do well in Developed Markets in the second quarter The weight in the ‘Magnificent Seven’ was the main driver in the outperformance or underperformance of the different factors The S&P 500 outperformance over the S&P 500 Equal Weighted accelerated, highlighting the dominance of mega caps on the […]
We discuss two risks investors face: 1) the increased risk in strategies mirroring the S&P 500 as just a few...
Key Takeaways Bitcoin halving has yet to realise its expected positive price momentum post the halving event Investors should remain...
Key Takeaways The energy transition is bringing structural demand shifts for commodities associated with low carbon technology value chains Price...
Key Takeaways A more academic approach to the question of whether an LLM can replace a job involves breaking the...
Triodos Bank’s position paper on ethical AI: Financial sector has responsibility to ensure AI emphasises human dignity While Artificial Intelligence...
Key Takeaways Sunday’s results indicate President Macron will either have...
Key Takeaways Even though the volatility and drawdown of bitcoin...
Key Takeaways OPEC+ announced a taper of the additional voluntary...
Key Takeaways AlphaFold 3 is a groundbreaking new AI tool which will help discover better drugs at faster speeds. The...
RBC Global Asset Management (RBC GAM)1 continues to have a focus on responsible investment, inclusive of climate change. Our Approach to...
Key Takeaways Broad commodities, led by precious metals, have rebounded strongly since March 2024, fuelled by geopolitical tensions and disruptions...
Key Takeaways High-quality companies are less risky than low-quality companies The outperformance of high-quality companies over time, as demonstrated by...