Technical update: Signs of rotation support rebalancing portfolios

October 24, 2025 |Robert Sluymer, CFA, Technical Strategist

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

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U.S. Recession Scorecard: Stuck … with reduced visibility

October 10, 2025 |Jim Allworth

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

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Grateful for You This Thanksgiving

October 10, 2025 |Chris McManus
As we head into Thanksgiving, I find myself reflecting on what I'm the most grateful for - and at the top of that list are the incredible people I've had the privilege to work with and get to know. Every day, I'm reminded that financial planning isn't...
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AI’s big leaps in 2025

October 03, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

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Is a testamentary trust right for your estate plan?

October 03, 2025 |Chris McManus
If you are bequeathing wealth, you’ll not only be faced with a decision of who should receive it—children, charities, friends, siblings, etc.—but also the dilemma of the best way to transfer those assets, in what amounts and when. Regardless of who will...
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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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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.

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Video: What does incapacity mean?

September 26, 2025 |Chris McManus
Did you know that you could become incapable of caring for yourself at any time? Jump on this video for more insights https://www.rbcwealthmanagement.com/en-ca/insights/video-what-does-incapacity-mean Let connect! Chris McManus
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Video: Do you know what a trust is?

September 19, 2025 |Chris McManus
Well, what if the beneficiaries are six and nine years old? Or what if the beneficiary is disabled and unable to manage the monies on their own? Or what if one of the potential beneficiaries battles addiction issues? Jump on this video to find out? https://www...
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Fed rate cut buys U.S. time, but no quick fix to debt

September 18, 2025 |Atul Bhatia, CFA

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.

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