Bi-Weekly Client Letter: February 21, 2025

 February 21, 2025 |Beth Arseneau
Investors need to deal with risk and uncertainty. Nevertheless, the noise level through the first few months of this year has admittedly felt higher than normal. The threat of tariffs, a surprise development in artificial intelligence, higher U.S. inflation...
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Global Insight Weekly - February 13, 2025

 February 14, 2025 |Elizabeth Arseneau
Earnings before policy What matters more for the market, Washington policy or plain vanilla corporate profit trends? While Washington, D.C. will likely capture a lot more business press headlines this year and policy developments could generate volatility...
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Seller set the tone in Canada's housing markets as 2025 rolls in

 February 12, 2025 |Beth Arseneau
It seems the new year has brought renewed optimism for Canadian home sellers. Early reports from local real estate boards showed a surge in new listings in January in several of Canada’s largest major markets led by Vancouver, Calgary, Toronto, and Montreal...
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What tariffs could mean for the US economy

 February 06, 2025 |Beth Arseneau
The threat of sweeping tariffs on Canada, Mexico, and China would have been (and may still be) the most significant trade shock in the US since the Smoot-Hawley Tariff Act of the 1930s. And, while the worst of the shock may be delayed or reduced, we are...
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Washington Strategy: Tariffs & Commodity Impact

 February 03, 2025 |Beth Arseneau
Response to the US Tariffs Levied on Canada and Mexico Since President Trump’s sweeping electoral victory in November, his advisors made it clear that he would break from past precedents on the use of tariffs. Rather than seeking to rectify trade imbalances...
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Oil Strategy Update: Global Pricing Stress Test

 February 03, 2025 |Beth Arseneau
Analysis of Tariff and Sanctions Impacts on an Increasingly Volatile Market The market has gone through the first round of many potential disruptions for 2025. While there is an array of headline risk in the offing, the event risk rally, as well as the...
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Client Letter | Global Insight - January 23rd 2025

 January 24, 2025 |Elizabeth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. Is 2025 the beginning of a small-cap renaissance? After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors...
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A playbook for how to measure a tariff shock in Canada

 January 23, 2025 |Beth Arseneau
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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January Newsletter 2025

 January 17, 2025 |Beth Arseneau
An exclusive newsletter for our clients and friends | January 17th 2025 Private Investment Management 2025 Market Outlook and Political Influence I write this market update and outlook with the intention of hopefully answering the recurring question of...
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Global Insight Weekly - January 9, 2025

 January 10, 2025 |Beth Arseneau
In this week’s issue: U.S. equity returns in 2024: Premium performance We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment...
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