Monthly Newsletter: Portfolio Advisor - December 2025

 December 18, 2025 |Thomas De Mello
RBC Global Insight: December 2025 RBC Wealth Management has launched the Global Insight 2026 Outlook. Looking ahead to the next year is a necessary exercise for investors, but it’s even more useful to focus on investment themes that can endure for years...
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The Fed takes a turn down easy street

 December 12, 2025 |Thomas Garretson, CFA

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

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Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

 November 28, 2025 |Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

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Monthly Newsletter: Portfolio Advisor - November 2025

 November 12, 2025 |Thomas De Mello
RBC Global Insight: November 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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How BRICS sees the world

 October 02, 2025 |Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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Monthly Newsletter: Portfolio Advisor - July 2025

 July 18, 2025 |Thomas De Mello
RBC Global Insight: July 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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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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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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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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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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