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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Fed Delivers Markets a Lump of Coal

December 20, 2024 - Peter Hannula

Fed Delivers Markets a Lump of Coal

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Canadian Dollar: Loonie nursing a broken wing

December 13, 2024 - Peter Hannula

Canadian Dollar: Loonie nursing a broken wing

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Formalized donation options: Finding the right charitable giving plan for you

Formalized donation options: Finding the right charitable giving plan for you

December 6, 2024 - Peter Hannula

Beyond a direct gift to a charity, there are many other ways you can support the causes that are important to you. Some of the formalized options of charitable giving include private foundations, donor advised funds, and endowment funds.

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The Most Wonderful Time of the Year

November 15, 2024 - Peter Hannula

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RBC insights

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

Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

February 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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A U.S.-Canada trade shock now in play: first economic takeaways

A U.S.-Canada trade shock now in play: first economic takeaways

February 02, 2025 |Frances Donald and Nathan Janzen
Canada has been hit with its largest trade shock in nearly 100 years. RBC Economics now finds itself balancing the desire to produce a clear analysis with the recognition that the evolution of trade policies, and policymakers’ responses to them, still...
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Will investors see a pause in rate cuts, or the end?

Will investors see a pause in rate cuts, or the end?

January 31, 2025 |Thomas Garretson, CFA

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

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Known Unknowns

January 31, 2025 |Robin Gullason
The prospect of significant tariffs on Canada represents a grave risk to the Canadian economy, but the Canadian stock market may be another matter. There is little doubt if 25% tariffs are implemented (perhaps by the time you read this), the impact on...
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Processing the U.S. legislative process

Processing the U.S. legislative process

January 30, 2025 |Atul Bhatia, CFA

Every administration enters office with aggressive policy goals. But a lot of give-and-take may be needed to turn goals into policy.

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Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

Video: Bank of Canada cuts interest rate to 3% amid U.S. trade uncertainty

January 30, 2025 |Josh Nye, Canadian Fixed Income Strategist

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

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Canada confronts U.S. protectionism

Canada confronts U.S. protectionism

January 29, 2025 |Joseph Wu, CFA

U.S. trade policy is taking a more restrictive turn with potential implications for Canada’s economy and equity market. We think resisting knee-jerk reactions to headlines is the best way to navigate what could be repeated bouts of market volatility.

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Is 2025 the beginning of a small-cap renaissance?

Is 2025 the beginning of a small-cap renaissance?

January 24, 2025 |Kyle Bergacker, CFA

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

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A playbook for how to measure a tariff shock in Canada

A playbook for how to measure a tariff shock in Canada

January 23, 2025 |Frances Donald and Nathan Janzen
U.S. President Donald Trump has taken office, and understandably, there is growing concern about what threatened American tariffs could mean for the Canadian economy. Economists have a head start this time around—it isn’t our first pass at assessing the...
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Revisiting the Value of Bonds in a Portfolio

January 17, 2025 |Robin Gullason
For nearly a generation, high quality government and corporate bonds were a reliable counterweight to stocks in a balanced portfolio, bringing stability at times when stocks were anything but. The challenging bond market of 2022 shattered that narrative...
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