The Software Investor's Handbook to AI 

"Investors are overestimating the short-term impact, but underestimating the long-term impact of GenAI...."

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Stick to the plan

Volatility, economic and policy uncertainty, and tariff rhetoric are factors that have cast doubt and created a broad-based lack of confidence among investors, clients, and other stakeholders. (For full article) 

Equity volatility clusters 

Days of high volatility, both upward and downward, tend to arrive in rapid succession, often clustering around major global disruptions.

While these turbulent periods are difficult for investors to endure, the relationship between the best- and worst-performing

days underscores the importance of adhering to a long-term investment plan.  (For full article)

Global Insight Special Report

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 earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should investors take?

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Global Insight Special Report

Canada confronts U.S. protectionism

U.S. trade policy is taking a more restrictive turn with potential implications for Canada’s economy and equity market. For investors, we believe maintaining a disciplined approach and resisting knee-jerk reactions to headlines will be the best way to navigate through what could be repeated bouts of market volatility.

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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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Fed rate cut buys U.S. time, but no quick fix to debt

 September 18, 2025 |Atul Bhatia, CFA

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

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Transmission framework: How tariffs will flow through the U.S. economy

Transmission framework: How tariffs will flow through the U.S. economy

 August 06, 2025 |Frances Donald and Mike Reid

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

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One Big Beautiful Bill Act: Beauty is in the eye of the beholder

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

 July 18, 2025 |Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic impact.

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“Big and beautiful” or not?

“Big and beautiful” or not?

 June 06, 2025 |Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

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