Global Insight Weekly - March 28, 2025

 March 28, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. US equities: Signs of a cycle peak, with a Q2 reprieve likely The first quarter of 2025 was an eventful one for equity investors, marked by volatility and a market correction....
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Bi-Weekly Client Letter - March 21, 2025

 March 21, 2025 |Beth Arseneau
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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Global Insight Weekly - March13, 2025

 March 14, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. In brief – Tariffs: Bracing for market impact The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the...
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Video: Bank of Canada cuts interest rate to 2.75% as U.S. trade tensions persist

 March 13, 2025 |Josh Nye

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

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Tariffs: Bracing for market impact

 March 11, 2025 |Beth Arseneau
The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should...
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Tariffs’ leverage extends far beyond trade

 March 07, 2025 |Beth Arseneau
Tariffs, in their modern form, are a trade measure. Higher U.S. import duties help domestic producers compensate for lack of cost competitiveness. An import tax helps reduce the U.S. trade deficit in the near term, although the longer-term picture becomes...
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Global Insight Weekly - March 6, 2025

 March 07, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. Vortex of volatility A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re...
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Bi-Weekly Client Letter: March 7, 2025

 March 07, 2025 |Beth Arseneau
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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U.S. tariffs on Canada take effect: What is the state of play?

U.S. tariffs on Canada take effect: What is the state of play?

 March 06, 2025 |Frances Donald and Cynthia Leach

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

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Global Insight Monthly - March 2025

 March 06, 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: Power...
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