Portfolio Advisor Newsletter - April 17th, 2025

April 17, 2025 |RBDM Wealth Management
What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception is China,...
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The New Great Game: How the race for critical minerals is shaping tech supremacy

The New Great Game: How the race for critical minerals is shaping tech supremacy

April 16, 2025 |Shaz Merwat
Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1. The U.S. is 100% import reliant for 12 of its identified list of 50 critical minerals, and net import reliant (>50%) for...
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Portfolio Advisor Newsletter - April 4th, 2025

April 04, 2025 |RBDM Wealth Management
Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the specter of a...
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