Bi-Weekly Client Letter - November 28, 2025

 November 28, 2025 |Beth Arseneau
Approaching the final stretch of 2025, the Canadian and U.S. economies appear well-positioned to extend their expansions. Strong earnings delivery, a favourable policy mix, and abating trade uncertainty are expected to help bolster growth prospects and...
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Bi-Weekly Client Letter - September 19, 2025

 September 19, 2025 |Beth Arseneau
Following recent signs of weakening labour market conditions in Canada and the U.S., central banks in both countries have decided to reduce their benchmark interest rates, resuming monetary easing cycles that had been on hold amidst uncertainty in the...
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Bi-Weekly Client Letter - April 17, 2025

 April 17, 2025 |Beth Arseneau
What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception is China,...
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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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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 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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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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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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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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