Global Insight Monthly - February 2025

 February 05, 2025 |Beth Arseneau
I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment strategy. This month’s highlights: Tariffs’...
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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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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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Bi-weekly Client Letter 2024-10-18

 October 18, 2024 |Elizabeth Arseneau
North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer, with spending supported by a resilient labour market...
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Bi-weekly Client Letter 2024-05-17

 May 17, 2024 |Elizabeth Arseneau
May has been a noticeably better month for global markets, largely fueled by data from the U.S. A weaker pace of job growth and inflation numbers that did not show the kind of acceleration seen in prior months have rekindled hopes that the U.S. Federal...
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Private Investment Management- 2024 First Quarter Review

 May 14, 2024 |Beth Arseneau
Q1 Economic Summary Equity returns were positive in the first quarter of 2024. The S&P/TSX, S&P 500, and MSCI EAFE Indexes were up about 7%, 13% and 7% respectively (Figure 1, Returns in CAD$). In Canada, Energy and Materials leading the way, while Energy...
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Bi-weekly Client Letter 2024-04-05

 April 05, 2024 |Elizabeth Arseneau
Global equity markets have been somewhat directionless over the past few weeks, likely taking a breather after a reasonably good first quarter. Investors are digesting recent jobs reports in Canada and the U.S. Meanwhile, the consensus view remains that...
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Bi-weekly Client Letter 2024-02-09

 February 09, 2024 |Elizabeth Arseneau
Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology stocks...
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Bi-weekly Client Letter 2024-01-26

 January 26, 2024 |Elizabeth Arseneau
North American equity markets have continued to push higher through the first month of the year. Given the anticipation for lower interest rates, all eyes remain focused on the world's central banks. This past week, the Bank of Canada decided to maintain...
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