Insights

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.

This is the final report of a four-part series on the 2024 U.S. general election. Part I, Part II and Part III are available for review. It’s been about a month since Donald Trump’s decisive victory in the 2024 U.S. Presidential election concurrent with...

Key takeaways from RBC GAM’s Fall Global Investment Outlook.

RBC Global Asset Management recently released its Summer 2024 Global Investment Outlook report, which dives deep into the trends impacting your portfolio. Here are some of the key takeaways.