Insights

In this Counsel Views double feature, RBC PH&N Investment Counsel's Chief Investment Strategist Tasneem Azim-Khan covers two important and timely analyses: the first on the upcoming CUSMA 2.0 negotiations, and the second on the U.S. Federal Reserve. Federal...

In this Counsel Views double feature, RBC PH&N Investment Counsel's Chief Investment Strategist Tasneem Azim-Khan covers two important and timely analyses: the first on the upcoming CUSMA 2.0 negotiations, and the second on the U.S. Federal Reserve. High-stakes...

Understanding our natural instincts and mental “blind spots” can help us avoid emotionally driven decisions that can damage our long-term success as investors, while helping us enjoy a smoother road to financial success. Imagine this: You wake up one...

Our base case is for modest economic growth and inflation calm enough to allow for a resumption of interest-rate cuts. U.S. public policy remains the dominant macroeconomic theme, with tariffs and tax cuts both attracting close attention. The global economy...

Canada U.S. tariffs on key Canadian exports, including energy products, aluminum and steel, have begun to bite into the country’s economic growth, with both the latest GDP and employment numbers seeing material and negative downturns. The uncertainty...

Overview In 2025, the global economy and markets face uncertainty from U.S. trade tariffs and the Trump administration’s policies more generally, but opportunities remain for patient and disciplined investors. Summary The first half of 2025 has been marked...

A video breakdown from our Chief Investment Strategist

The past few months have been fraught with discussions around an ever-changing trade war and its implications on our economic landscape. From tariff implementation to withdrawal and, most recently, a pause, uncertainty and subsequent market volatility...

Tasneem Azim-Khan, chief investment strategist for RBC Phillips, Hager & North Investment Counsel, discusses what investors should keep in mind.