Global equities: A confluence of possibilities

Global equity markets have followed diverse paths in the first three months of 2025, from corrections to new highs, all against a backdrop of deep economic uncertainty. While we see potential for equities to perform well going forward, we think several factors are now in play that will influence the direction markets take from here.

Global fixed income: It’s a topsy-turvy world

An eventful Q1 has turned some widely held expectations about fixed income markets in 2025 on their heads. As the volatile environment continues to evolve, we look at what has changed—and what remains the same.

Regional commentary

Our regional analysts present their views of markets, including commodities and currencies, as well as how to position portfolios.

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Special Report - Shock and Tariff

Four key perspectives on the selloff

Stock market corrections—especially those tied to extreme circumstances—are admittedly difficult to endure. As we give our thinking on the key questions on investors’ minds, we examine the unique contours of today’s tariff challenges and look at the areas of the equity market that we think can at least hold up better against the headwinds.

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U.S Tariffs: Information & Resources – (Updated)

With the ongoing headlines of U.S. President Trump’s unprecedented decision to impose tariffs on key trading partners, including Canada, many investors likely have questions and concerns on the impact this may have on the economy, global markets, and their own portfolios and financial plan.

While it is hard to know precisely what the future has in store, we believe maintaining a disciplined investment strategy focused on the long-term while avoiding knee-jerk reactions to near-term headlines is the most prudent approach. Our portfolios remain diversified across asset and sub-asset classes to help navigate a wide range of economic scenarios. Please find several articles on this top below,and know that we are always available to discuss in more detail if you have any specific questions or concerns. (Note – The status of tariffs, and subsequent information on this topic is subject to change often).

Ø Tariffs: Bracing for market impact (Published March 10^th)

Ø U.S. tariffs on Canada take effect: What is the state of play?

Ø RBC GAM: Here come the Tariffs (video)

Ø RBC GAM: Market update - Tariffs inject uncertainty and volatility into outlook and financial markets

Ø Insights on how Canada can build a resilient economy and fortify North America

Canada’s Housing Market Update

Canada's homebuyers wait out trade war fallout 

March saw more homebuyers retreating to the sidelines amid growing tariff threats—waiting to see what will happen to our economy next. This drove home resales down materially for a second straight time in many markets—reaching cyclically lows in southern Ontario, which is especially vulnerable to trade turbulence.

Property values are coming under pressure as inventories get more plentiful—stoking competition between sellers—while demand is skittish. Bargaining power has clearly shifted in the buyer’s favour in many markets.

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Complimentary Second Opinion Service

Helping your family build, manage and protect your wealth

If you’re a successful entrepreneur, part of a large family, or a high net-worth retiree/pre-retiree, you may have to manage financial issues that others don’t; This could include inheritances, assets in trust, complex tax planning, or a family vacation property. Perhaps you’d like to put your finances into greater context with your family’s savings, estate and business planning goals. Whatever your personal situation, we are here to help, with a comprehensive review that can ensure your wealth remains “all in the family.”

Our review process typically looks at both your investment portfolio and your overall wealth planning. This way, we can assess your financial situation in the context of your personal tax situation, savings goals, the time you have to invest and other factors such as your insurance coverage or charitable intentions.

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