The Harbour Group insights

 

Read the macro investment strategy and asset allocation thinking behind your portfolio, penned by our in-house market strategist, Robin Gullason.

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Do Bull Markets Die of Old Age?

December 19, 2025 - Peter Hannula

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The Cure for High Valuations Is Growth

December 12, 2025 - Peter Hannula

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To Worry or Not? Can we learn to stop fretting and dance with uncertainty?

November 14, 2025 - Peter Hannula

To Worry or Not? Can we learn to stop fretting and dance with uncertainty?

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RBC insights

Discover the latest articles from thought leaders across our organization on everything from estate planning to philanthropy.

Proof point: Rental housing construction picks up in Canada but will it be enough?

Proof point: Rental housing construction picks up in Canada but will it be enough?

July 03, 2024 |Rachel Battaglia
There hasn’t been this much rental housing under construction in Canada in a generation—which is encouraging news given the acute supply shortages across the country. But even more construction will be needed as rental demand continues to rise rapidly...
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Two Steps Forward, One Step Back for the Bank of Canada

June 28, 2024 |Robin Gullason
After months of cooling, Canadian inflation ticked higher once again in May. The Bank of Canada remains sensitive to inflation, leading markets to push out the timing of the next interest rate cut. While disappointing to those looking for interest rate...
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Gen AI: Is Canada ready?

June 20, 2024 |Pascal Dessureault

Gen AI holds the potential to get Canada’s economy growing again through accelerated innovation and productivity. The big question is whether Canadian businesses and public sector organizations will seize the moment.

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Canadian Housing vs Canadian Stocks

June 14, 2024 |Robin Gullason
The Canadian housing market remains among the most expensive in the world and has put up strong returns over the past 20 years. It may surprise many to learn that the TSX has outperformed house prices over that same time period. There are stark differences...
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155 Wellington St. W

RBC aims to collaborate with building landlords to reduce its GHG emissions

June 06, 2024 |RBC Wealth Management

“Landlords are a significant stakeholder in our journey to create a future we all want,” says RBC’s Director of Global Sustainability.

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Bank of Canada set to make the first interest rate cut of easing cycle

June 04, 2024 |Nathan Janzen and Claire Fan
Evidence has continued to build that the current high level of interest rates is no longer needed. All ducks appear to be in a row for the Bank of Canada (BoC) to kick-start the policy easing cycle and lower the overnight rate by 25 basis points to 4...
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Influx of new listings help ease supply-demand pressure

May 31, 2024 |Rachel Battaglia
We saw a healthy number of new listings come to market this April—but even so, buyers remained on the sidelines across most major Canadian markets. Slower sales amid the influx of supply brought the available inventory back to pre-pandemic levels, relieving...
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Taming of Inflation Opens Door to Canadian Interest Rate Cuts

May 24, 2024 |Robin Gullason
Canadian inflation indicators continue to moderate, opening up the door for the Bank of Canada to offer some interest rate relief. Inflation has been trending lower all year and in contrast to the U.S., the pace of decline has not flattened out. The Bank...
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Think Small: How Canada can make small modular nuclear reactors a priority

Think Small: How Canada can make small modular nuclear reactors a priority

May 16, 2024 |Vivan Sorab
Canada has urgent and challenging energy choices to make. We will need to rapidly scale power generation to service the needs of a growing economy, while simultaneously reducing net-carbon emissions to zero by 2050 to meet our climate targets. Given the...
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Three key ESG themes for 2024

Three key ESG themes for 2024

May 10, 2024 |RBC Wealth Management

RBC Capital Markets' Sustainable Finance Group provides an overview of three key environmental, social and governance themes that it believes will shape the sustainable finance market in 2024.

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