Executive summary: Global Insight 2026 Outlook

December 19, 2025 |The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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More but less

December 02, 2025 |Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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Quarter-century crossroads

December 02, 2025 |Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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Federal budget 2025: A summary of key measures that may impact you

November 05, 2025 |RBC Family Office Services

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

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AI’s big leaps in 2025

October 03, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

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Bi-Weekly Client Letter - April 8, 2025

April 08, 2025 |Beth Arseneau
Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the spectre of a...
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Food Fight: China’s tariffs adds to exporters’ woes

April 03, 2025 |Beth Arseneau
China retaliated with tariffs of its own on various Canadian agricultural exports in response to Ottawa’s tariffs last fall on Chinese electric vehicles and metals. The new tariffs mark an escalation in trade tensions between Canada and China, with the...
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U.S. reciprocal tariffs spare Canada/Mexico for now but trade risks remain

April 03, 2025 |Beth Arseneau
The long-awaited U.S. reciprocal tariffs announced have been large and broad-based, but critically exempt Canada and Mexico (at least for now) through CUSMA/USMCA compliant trade. The announcement includes a baseline 10% minimum tariff rate for all countries...
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Global Insight Weekly - March 20, 2025

March 21, 2025 |Beth Arseneau
In this week's issue... In Brief - Unraveling the uncertainties: To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions...
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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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