Crosscurrents buffet U.S. dollar and Treasury market

 January 29, 2026 |Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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Davos ’26: Making sense of a new world order

 January 28, 2026 |John Stackhouse
The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including 850 CEOs, 80 tech billionaires and founders, hundreds of ministers and 65 heads of government spent the week hearing...
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Shiuman Ho's Weekly Update- Monday January 26, 2026

 January 26, 2026 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
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The “Great Narrowing”: S&P 500 concentration

 January 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.

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Beyond the forecast: Six themes for Canada’s economy in 2026

 January 21, 2026 |RBC Economics
A narrative spun that a recession was nearly unavoidable for a country that had become so dependent on a trade partner who now looked to sever parts of its economic relationship. And yet, Canada’s economy did not collapse. There were no two quarters of...
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Shiuman Ho's Weekly Update- Monday January 19, 2026

 January 19, 2026 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
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The Smart Investor - 2026 Q1

 January 16, 2026 |Shiuman Ho
Looking Ahead to 2026 Some long-term themes Market Review 2025 After a year of strong performance in 2024, I cautioned my clients this time last year to adjust their expectations down to long-term averages. In the investment industry, it’s called a reversion...
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Setting the stage for a sustainable Chinese equity rally

 January 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.

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Shiuman Ho's Weekly Update- Monday January 12, 2026

 January 12, 2026 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
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U.S. equity returns in 2025: Record-breaking resilience

 January 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.

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