AWMG Newsletter: A Perspective on the 2025 Financial Markets

 August 22, 2025 |RBC Portfolio Advisory Group
Despite ample reasons for pessimism this year, the global economy and markets have largely exceeded expectations. This has sharpened attention on corporate financial results and guidance, as investors look for insight on how firms are navigating a more...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 August 11, 2025 |RBC Portfolio Advisory Group
As we’ve highlighted in recent letters, this summer has been far from quiet. Markets remain sensitive to a steady flow of headlines, many of them tied to evolving trade developments, which continue to shape investor sentiment. Meanwhile, the second-quarter...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 July 25, 2025 |RBC Portfolio Advisory Group
As we’ve noted in some recent letters, the typically quiet nature of the summer period has been anything but. A steady stream of headlines―many trade-related―continue to command the attention of financial market participants. Meanwhile, the second-quarter...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 July 11, 2025 |RBC Portfolio Advisory Group
Despite summer typically being more quiet, the headline-filled nature of 2025 has yet to show signs of slowing. A few notable developments have taken place recently, including the signing of a key piece of U.S. legislation and new tariff rates being proposed...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 June 30, 2025 |RBC Portfolio Advisory Group
It has been an eventful few weeks. A significant escalation of conflict between Israel, Iran, and the U.S. culminated in a recent ceasefire. Not surprisingly, oil prices have been volatile through this period, though global equity markets have remained...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 June 13, 2025 |RBC Portfolio Advisory Group
Global equity markets had been trading near all-time highs, benefitting from a relatively quiet period on the trade front. But some volatility resurfaced in the wake of an escalating conflict in the Middle East between Israel and Iran. It is difficult...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 May 30, 2025 |RBC Portfolio Advisory Group
Global equity markets continue to grind higher on the back of the trade war de-escalation. Moreover, a U.S. federal court recently ruled that President Trump had overstepped his authority in using an emergency law to impose tariffs, leaving investors...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 May 16, 2025 |RBC Portfolio Advisory Group
Global equity markets continued to march higher recently on the back of the de-escalation of the trade war. We discuss recent developments in this ongoing saga. We also return to a question that was on our minds well before the trade war began: the sustainability...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 May 02, 2025 |RBC Portfolio Advisory Group
The month of April has come and gone, and so too has some of the drama and market volatility resulting from the threat of a global trade war. Below, we discuss why the past month served an important lesson for investors. We also briefly address the Canadian...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 April 17, 2025 |RBC Portfolio Advisory Group
What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception is China,...
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