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.

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Life reimagined: The biotech revolution and longevity

August 29, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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The Family Office – How do you Invest 100 Million? with Dan Goodwill

August 28, 2025 |Michael Yhip
Description Transcript Description If you had $100 million, would you stick with one advisor—or diversify? In this episode, we speak with guest Dan Goodwill, Vice President of Managed Portfolio Consultant Solutions, who’s developed a platform tailored...
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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.

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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?

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Partner Notes: Liberation Day

August 13, 2025 |Rucha Mistry
Description Transcript Description In this episode, hear Michael’s Partner Note on the current market landscape following President Trump’s announcement to reset global trade terms through tariffs. He explains the immediate market reaction, the role of...
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Tech steals the Q2 earnings show

Tech steals the Q2 earnings show

August 11, 2025 |Kelly Bogdanova

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.

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Transmission framework: How tariffs will flow through the U.S. economy

Transmission framework: How tariffs will flow through the U.S. economy

August 06, 2025 |Frances Donald and Mike Reid

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.

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A central bank at rest tends to stay at rest

A central bank at rest tends to stay at rest

August 05, 2025 |Thomas Garretson, CFA

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

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