The numbers behind U.S. tariffs

September 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

Read more
Canada’s housing markets are slowly but unevenly getting busier

Canada’s housing markets are slowly but unevenly getting busier

September 11, 2025 |Robert Hogue
There was further evidence of a recovery is taking hold in many housing markets across Canada in August, but local price trends still varied considerably with declines continuing in affordability-challenged areas where inventory has piled up. Early reports...
Read more
We look at the potential asset-class implications if the Fed moves too aggressively.

Six rate cuts in search of a reason

September 11, 2025 |Atul Bhatia, CFA

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.

Read more

Will the economy’s 2025 resilience continue?

September 04, 2025 |Joseph Wu, CFA

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.

Read more

Nothing new about September slides for stock markets

August 29, 2025 |Kelly Bogdanova

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.

Read more

Europe summer 2025: Headlines galore

August 22, 2025 |Frédérique Carrier

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.

Read more
small business owners planning

Small business deduction grind

August 20, 2025 |RBC Wealth Management

As a business owner, you may consider your company to be a key component of your family wealth creation and future retirement savings.

Read more
Tapping the brakes on the equity rally Q3 Q4 challenges ahead

Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

August 15, 2025 |Robert Sluymer, CFA, Technical Strategist – New York

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?

Read more
Video: Explore the connection between wealth, health and aging

Video: Explore the connection between wealth, health and aging

August 12, 2025 |DA Marketing

Watch a group of leading healthy aging specialists discuss why planning for health, wellness and finances together matters.

Read more
couple laughing on a boat on lake

The spousal loan strategy

July 17, 2025 |RBC Wealth Management
The spousal loan strategy is a method of income splitting that may enable couples to lower their overall family tax bill by entering into a prescribed rate loan arrangement. This arrangement is typically beneficial for couples where one spouse has significantly...
Read more