Bi-Weekly Client Letter: 4 February 2025

February 04, 2025 |Beth Arseneau
Global equity markets have been grappling with the threat of U.S. tariffs in recent days. Markets have digested the news reasonably well as the selloff has been unremarkable. That may be partly attributable to uncertainty as to the timing of when 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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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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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 2024-09-20

September 20, 2024 |Elizabeth Arseneau
The U.S. Federal Reserve cut interest rates this past week, joining many other major developed central banks who have started to reduce interest rates in recent months. Another important development was the notable decline in Canada’s inflation rate,...
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Bi-weekly Client Letter 2024-08-09

August 09, 2024 |Elizabeth Arseneau
Global equity markets have recently retraced some of their year-to-date gains, while government bond yields have fallen (i.e., higher bond prices), as investors gravitated towards the safety of high-quality bonds. This market action can be attributed...
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Responsible investing can help bridge the generation gap during wealth transfer

Responsible investing can help bridge the generation gap during wealth transfer

August 01, 2024 |RBC Wealth Management

This type of investing can be used as a launchpad for discussing how family wealth can have a significant impact on pressing global issues.

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Indoor Vertical Farming: Rising To Meet Local Demand

Indoor Vertical Farming: Rising To Meet Local Demand

July 18, 2024 |Lisa Ashton

How indoor agriculture can serve as a local food source in northern—and urban—settings

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Bi-weekly Client Letter 2024-06-14

June 14, 2024 |Elizabeth Arseneau
Global equities have been a bit more mixed of late with Canadian and European equities weaker in recent weeks, though year-to-date gains remain respectable. Meanwhile, the U.S. equity market continues to display strength, driven by the large-cap technology...
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