The Rose/Nagan Wealth Management Group

Our views on the financial markets

We invite you to explore our market commentary, quarterly insights, and other timely financial information.

RBC Global Insight: Special Report on AI Innovation

Exploring the impacts of AI and GenAI across industries.... Click here

RBC Global Investment Outlook 2024

Progress against inflation has ignited both bonds and stocks.... Click here

JPMorgan Chase 2024 Year-Ahead Outlook

The last leg on the long road to normal.... Click here

Capital Group 2024 Outlook

A mixed picture for global growth in 2024... Click here

RBC Global Asset Management Reports

Volatility in Perspective: Click here to download

RBC Financial Planning Facts 2023

Click here to download

Invesco 2023 Investment Outlook

To address the breadth of possibilities that lie ahead in the global economies, we have provided a base case scenario for 2023 which we believe is highly probable…Read more

Global Insight 2023 Outlook

With 2023 on the horizon, we invite you to explore our Global Insight Outlook, exploring potential recessions and new macro environments…Read more

J.P.Morgan Chase 2023 Economic Outlook

As we turn towards 2023, J.P.Morgan Chase has released their annual economic outlook which provides a detail overview of risks and opportunities…Read more

Market Volatility & the Path Forward

Mark Bayko, Head of the RBC Portfolio Advisory Group, is joined by Jim Allworth, Co-chair of RBC Global Portfolio Advisory Committee, to discuss why investors should remain mindful of the longer-term drivers of investment returns...Read more

A Guide to Recessions

As global markets feel the effects of rising interest rates, a slowdown/recession seems inevitable. Here’s a complete guide to weather these conditions…Read more

Navigating Market

Volatility

Understandably, it is difficult not to react to the uncertainty in market volatility. Yet, making changes…Read more

Capital Group: Investment Themes

In these uncertain times, we believe it's important to step back and consider the long-term trends that are driving companies and markets...Read more

A look at events impacting markets

Janet Engels, Head of the Portfolio Advisory Group - U.S., and Tyler Lunke, Senior Manager of the Portfolio Advisory Group's Managed Portfolio Strategies team, explore the role Russia plays in commodity markets along with global market reactions...Listen here