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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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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Are U.S. tariffs accomplishing their goals?

August 20, 2025 |Claire Fan

The trade war remains in its early stages, with U.S. tariff revenues trailing behind announcements into the summer. Nevertheless, import tariffs collected as a share of U.S. imports have already risen to their highest level since the 1940s.

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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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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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On the horns of the stag

On the horns of the stag

August 01, 2025 |Portfolio Advisor - Summer 2025
Stagflation can have a devasting impact on economies, combining stagnate (STAG-) or even negative economic growth, with elevated or rising inflation (-FLATION). Stagflation is the worst of both worlds. A stagnant economy struggles to create jobs and growth...
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Scholarly pursuits: How an education savings plan and RESPs can help you turn education dreams into reality

Scholarly pursuits: How an education savings plan and RESPs can help you turn education dreams into reality

August 01, 2025 |Portfolio Advisor - Summer 2025
Every parent shares the same hope – watching their child reach their full potential. A quality post-secondary education remains one of the most powerful gifts you can provide, opening doors to better career prospects and higher lifetime earnings. But...
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