Global Insight : March 2025

This month’s highlights include : Power, storage, and electrification - The energy landscape is being transformed by a combination of burgeoning demand, technological innovation, and geopolitical tensions. Global equity: “Everything else” takes its revenge - Major equity markets outside the U.S. have fared better than we expected given the aggressive tariff policies of the new U.S. administration.

Read the full report here : Global Insight

Global equity: Phase detection

Very often it’s not clear-cut which phase the equity market is in. We’re paying close attention to the internal conditions that we think speak to whether stocks have the ability to keep advancing.

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Tariffs’ leverage extends far beyond trade

When it comes to investing, we need to look beyond the labels politicians slap on ideas and focus on the economic realities that are driving decision-making.

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Global Insight Special Report: Canada confronts U.S. protectionism

If you happen to be one of the many that has a lot of questions/concerns regarding what the US may “do” to Canada over the coming days and weeks, I strongly encourage you to read this report in full. Here are the mobile friendly and PDF links.

I have found it to be a measured and reassuring perspective (with no fear-based rhetoric), from our top notch Global Portfolio Advisory Committee.

2024 Midyear Outlook

Midyear market perspectives for investors Find out where things stand and what’s to come. Read the full article here.

2024 Federal Budget

This article details what’s known about the proposed changes at the time of writing; it also outlines planning strategies you may wish to consider before the proposed June 25, 2024, effective date. Read the full article here.

2023 Fall Economic Statement

A summary of the key measures that may have a direct impact on you. RBC Family Office Services analyzes the 2023 Fall Economic Statement and outlines the tax and support measures that may impact Canadians and their families. Read the full article here.

Protect yourself and your loved ones from financial abuse

Thousands of Canadians have lost more than $16 million to fraudsters claiming to be government agencies. Take these steps to protect yourself and loved ones. Read the full article here.

Making a Will

Six things to help you leave a lasting legacy. Read the full article here.

Federal budget April 19, 2021

A summary of the key measures that may have a direct impact on you. Read the full article here.

Spectacular End to a Spectacular Year for Canada’s Housing Markets

The juxtaposition couldn’t have been more fitting as 2020 drew to a close: just when the second wave of the pandemic reached new troubling heights, many of Canada’s housing markets recorded their strongest December ever. Read the full article here.

New normal, new opportunities : Cloud computing

Cloud genie is accelerating out of the bottle. Read the full report here.

Navigating the 2020’s, How Canada can thrive in a decade of change

The 2010s was a decade of recovery and restructuring. Post-crisis, the global economy struggled to generate sustained growth, while the emergence of new technologies—cloud computing, smart phones, artificial intelligence—began to disrupt every sector. The 2020s could see equally profound change, as those economic and technological trends collide with the growing forces of climate change and demographic disruption. Read the full report here.

TSX Composite performance vs. federal politics

We occasionally field questions regarding the performance of the Canadian stock market under different political regimes. To that end, we looked at the historical price returns of the TSX Composite Index under all Canadian prime ministers since 1926. Read the full report here.

How the Skilled Trades are Winning Over Women

Closing the gap will require the public and private sector actively recruiting, training and mentoring women in the trades, after decades of targeting men. Read the full report here.

Unfriendly trade winds? Putting the selloff in perspective

Markets swooned worldwide amid a reignition of U.S.-China trade tensions and a sinking Chinese yuan. While the selloff was jarring, some perspective is in order. We believe investors should maintain equity positions as the U.S. economy is not in danger of an imminent recession, but volatility could persist. Read the full report here.

The Wealthy Barber: Get an up-to-date will!

The loss of a loved one is never easy on family. In this third article and accompanying video, David Chilton explains why he urges his family and friends to keep an up-to-date will. Read the full report here.

On the right track: local housing markets give further signs of stabilizing in May

We got more encouraging news on Canada’s housing market in the last few days. Reports from local real estate boards for the month of May 1) confirmed that the recovery process remains on track in Toronto and other markets where ‘green shoots’ emerged earlier this spring and 2) showed the first indication that the cyclical bottom may have been reached in Vancouver. Read the full report here.

2019 Federal Budget: Voter-friendly grab bag leaves little room for error

The backdrop to today’s budget was a familiar one: positive fiscal developments had given the government the option to plot a path of less borrowing, or more spending. Read the full report here.

Advantage women: how an automated future could play to women’s strengths

In light of International Women’s Day, RBC Economics released a report about how an automated future could play into women’s strengths. Read the full report here.

Global Insight : Market Brief Coping With The Correction

While the correction has frayed investors’ nerves and could persist, we don’t think it’s heralding the demise of the bull market. The U.S. economy remains in gear, and with valuations nearing a sweet spot we remain comfortable holding a Market Weight position in equities. Read More