H1 2025 equity recap: Business as unusual

July 08, 2025 |Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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What does greater defence spending mean for Canada’s economy?

What does greater defence spending mean for Canada’s economy?

July 03, 2025 |RBC Wealth Management
A NATO laggard no more—is the message the federal government revealed on Monday when it announced a big increase in defence funding for the 2025-26 fiscal year. The move will see Canada meet the 2% NATO spending target it agreed to work towards almost...
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Vancouver beach

Market Update

June 27, 2025 |David Blair

Investment returns through the first half of the year have been reasonable, which is impressive considering the circumstances.

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Gold’s regime change?

Gold’s regime change?

June 27, 2025 |Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

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Another round of the Fed’s waiting game

Another round of the Fed’s waiting game

June 23, 2025 |Thomas Garretson, CFA

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

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U.S. debt: Changing facts, updating views

U.S. debt: Changing facts, updating views

June 19, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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A world of opportunities?

A world of opportunities?

June 19, 2025 |Alan Robinson

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

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Global Insight 2025 Midyear Outlook: Canada

Global Insight 2025 Midyear Outlook: Canada

June 19, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

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Canadian goose in front of the water, lions gate bridge in the background

Market Update

June 13, 2025 |David Blair

South of the border, the employment picture revealed a relatively resilient job market.

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Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

Video: Are powers of attorney part of your estate plan? The Wealthy Barber wants to know

June 09, 2025 |RBC Wealth Management

Who will care for you if you can’t? David Chilton explains why it’s important to have powers of attorney, especially at his age.

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