The U.S. deficit, interest rates, and private sector interplay

The U.S. deficit, interest rates, and private sector interplay

February 07, 2025 |Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Will investors see a pause in rate cuts, or the end?

Will investors see a pause in rate cuts, or the end?

January 31, 2025 |Thomas Garretson, CFA

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

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2025 Handy Financial Planning Facts

January 20, 2025 |Stephanie Woo, CIM, FMA
Check out our summary of some common financial planning facts and important dates many individuals, families and business owners would find useful: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S...
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Pay attention to triggers for Europe

Pay attention to triggers for Europe

January 16, 2025 |Frédérique Carrier

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

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Mortgage Insurance? Let's review the right choice to protect your family and your home

January 10, 2025 |Stephanie Woo, CIM, FMA
When buying a new home or property, sometimes it gets overwhelming with all the decisions you need to make and so many documents you've signed that you may want to review things once the dust settles. Mortgage insurance, for example. Is that really the...
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U.S. equity returns in 2024: Premium performance

U.S. equity returns in 2024: Premium performance

January 10, 2025 |Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

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Trend & Cycle 2025 Technical Outlook

Trend & Cycle 2025 Technical Outlook

January 08, 2025 |Robert Sluymer, CFA

Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.

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Joint Accounts -- Understanding Your Options with JGBRS

January 06, 2025 |Stephanie Woo, CIM, FMA
As part of the estate planning process, individuals will often consider establishing a joint account with their spouse, adult children or other family members. Sometimes, this is done as a tool for expediency so that a joint account holder can help to...
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Five strategies to maximize your RRSP savings

Five strategies to maximize your RRSP savings

January 01, 2025 |RBC Wealth Management

From contributing at the beginning of the year to setting a savings target, these tips can help you make the most of your RRSPs.

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TFSA versus RRSP versus FHSA: Your top questions answered

TFSA versus RRSP versus FHSA: Your top questions answered

January 01, 2025 |RBC Wealth Management

Learn the main​​ features of each registered investment plan to figure out which one is right for you.

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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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