Recent Posts

The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026 | Tyler Frawley, CFA

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

Categories:

Markets Business Investing

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Setting the stage for a sustainable Chinese equity rally

Jan 16, 2026 | Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

Categories:

Economy Markets Investing

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U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 | Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

Categories:

Economy Markets Investing

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Early 2026 tax tips

Early 2026 tax tips

Jan 07, 2026 | RBC Family Office Services

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...

Categories:

Total Client Experience

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Building on a narrow base

Jan 06, 2026 | Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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