Shock and tariff: Four key perspectives on the selloff

Shock and tariff: Four key perspectives on the selloff

April 08, 2025 |Kelly Bogdanova

Extreme stock market corrections are difficult to endure. We answer key questions on investors’ minds, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against

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It’s been a privilege

It’s been a privilege

April 08, 2025 |Atul Bhatia, CFA

The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.

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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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Navigating the Impact of U.S. Tariffs on Canada

Navigating the Impact of U.S. Tariffs on Canada

April 04, 2025 |RBC Wealth Management Canada
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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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Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector

March 28, 2025 |Ajay Nandalall
Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...
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U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

March 28, 2025 |Robert Sluymer, CFA, Technical Strategist

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

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Unraveling the uncertainties facing stock markets

Unraveling the uncertainties facing stock markets

March 21, 2025 |Kelly Bogdanova

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 on investors’ minds about the U.S. equity

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Canada’s housing market retreats amid trade war

Canada’s housing market retreats amid trade war

March 19, 2025 |Robert Hogue
The threat of U.S. tariffs has become top of mind for those considering buying or selling a home in Canada. Concerns about the significant damage that hefty tariffs would inflict on the economy prompted many buyers and sellers to hit pause in February—leading...
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David Ravinsky, CIM

Senior Portfolio Manager

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Alex Tsapekis, CIM

Associate Advisor

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Jo-Anne MacKenzie, CIM

Associate

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