Tariff deluge: RBC’s initial take

Tariff deluge: RBC’s initial take

April 04, 2025 |The Global Portfolio Advisory Committee

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for economies and financial

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Do policy shifts signal a turning point for European equities?

Do policy shifts signal a turning point for European equities?

April 04, 2025 |Frédérique Carrier

Galvanized by U.S. rhetoric, the European Union looks to be pivoting towards greater cohesiveness and increased fiscal spending. We examine the implications for the regional equity market.

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Global equities: A confluence of possibilities

Global equities: A confluence of possibilities

April 02, 2025 |Jim Allworth

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here.

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