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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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 April 04, 2025 |RBC Portfolio Advisory Group
Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the spectre of a...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 March 21, 2025 |RBC Portfolio Advisory Group
Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date. Despite the relative calm on the tariff front, there were important developments elsewhere...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 March 07, 2025 |RBC Portfolio Advisory Group
Believe it or not, but we are only in the month of March. Yet, it has been quite the year already given the policy shifts and turns undertaken by the U.S. administration. While many people, including ourselves, are “tariff-ed” out at this point, we discuss...
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AWMG Newsletter: A Perspective on the 2025 Financial Markets

 February 21, 2025 |RBC Portfolio Advisory Group
As investors we know that risk and uncertainty are part of the equation when investing in the great businesses that make up our financial markets. If not for risk and uncertainty, the best we could hope for is the risk-free rate of return from a guaranteed...
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