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.

Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

 December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

 October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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