The Harbour Group insights

 

Read the macro investment strategy and asset allocation thinking behind your portfolio, penned by our in-house market strategist, Robin Gullason.

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2023 Surprised the Naysayers

February 5, 2024 - Peter Hannula

2023 Surprised the Naysayers

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What Does the U.S. Presidential Election Mean for Investors?

January 22, 2024 - Peter Hannula

What Does the U.S. Presidential Election Mean for Investors?

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Fed Delivers Early Christmas Gift to Investors

December 18, 2023 - Peter Hannula

Fed Delivers Early Christmas Gift to Investors

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RBC insights

Discover the latest articles from thought leaders across our organization on everything from estate planning to philanthropy.

Gold: More than meets the eye

Gold: More than meets the eye

May 17, 2024 |Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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Think Small: How Canada can make small modular nuclear reactors a priority

Think Small: How Canada can make small modular nuclear reactors a priority

May 16, 2024 |Vivan Sorab
Canada has urgent and challenging energy choices to make. We will need to rapidly scale power generation to service the needs of a growing economy, while simultaneously reducing net-carbon emissions to zero by 2050 to meet our climate targets. Given the...
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The push and the pull of U.S. earnings

The push and the pull of U.S. earnings

May 10, 2024 |Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Interest rate mood swings

Interest rate mood swings

May 06, 2024 |Thomas Garretson, CFA

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

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The Fed adjusts its focus, but the rate outlook remains blurry

May 03, 2024 |Thomas Garretson, CFA

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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Revisiting an Old Friend – A Dividend Investing Refresher

May 03, 2024 |Robin Gullason
As interest rates have surged in the past two years, dividend strategies have been among those most impacted as bond yields pose real competition for investor dollars for the first time in 15 years. This has come alongside a resurgence in technology stocks...
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Does your family have a succession plan? Tips for maintaining harmony

May 01, 2024 |RBC Wealth Management

Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.

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You have a business plan. What’s your retirement plan?

May 01, 2024 |RBC Wealth Management

Planning options to consider in building a retirement nest egg as a business owner.

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What’s your business worth?

What’s your business worth?

May 01, 2024 |RBC Wealth Management

Explore three methods for business valuation, which can help you measure the fairness of any potential purchase offer and current financial condition of your business.

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Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

Proof Point: A weaker Canadian dollar won’t necessarily derail BoC interest rate cuts

May 01, 2024 |Nathan Janzen and Claire Fan
Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....
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