Insights

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.

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.