Monthly Newsletter: Portfolio Advisor - May 2025

May 13, 2025 |Thomas De Mello
RBC Global Insight: May 2025 I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment strategy. Imbalancing...
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The Fed and its dueling dual mandate

The Fed and its dueling dual mandate

May 09, 2025 |Thomas Garretson, CFA

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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The New Great Game: How the race for critical minerals is shaping tech supremacy

The New Great Game: How the race for critical minerals is shaping tech supremacy

April 16, 2025 |Shaz Merwat
Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1. The U.S. is 100% import reliant for 12 of its identified list of 50 critical minerals, and net import reliant (>50%) for...
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Monthly Newsletter: Portfolio Advisor - April 2025

April 09, 2025 |Thomas De Mello
RBC Global Insight: March 2025 I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment strategy...
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Trump, Tariffs & Trade

April 04, 2025 |Thomas De Mello

Virtual Advice Event - Assessing the impact of US trade policies on the economy, equity markets, and your investment portfolio

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Video: Bank of Canada cuts interest rate to 2.75% as U.S. trade tensions persist

March 13, 2025 |Josh Nye

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

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Monthly Newsletter: Portfolio Advisor - March 2025

March 11, 2025 |Thomas De Mello
RBC Global Insight: March 2025 I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment strategy...
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What is the impact of tariffs on the U.S. economy?

What is the impact of tariffs on the U.S. economy?

March 06, 2025 |Mike Reid and Carrie Freestone
The effective U.S. tariff rate is now at its highest level since the 1940s after U.S. President Donald Trump signed an executive order to impose 25% tariffs on Canada and Mexico on March 4. A new order was also signed for China, increasing tariffs to...
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U.S. tariffs on Canada take effect: What is the state of play?

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

March 06, 2025 |Frances Donald and Cynthia Leach

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

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