Recent Posts

Kicking Off 2026 at the RBC Dominion Securities Portfolio Management Conference

Jan 09, 2026 | Robin Gullason

As we step into 2026, the financial landscape remains as dynamic as ever. We recently had the privilege of attending the RBC Dominion...

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U.S. equity returns in 2025: Record-breaking resilience

Jan 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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Economy Markets Investing

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Early 2026 tax tips

Early 2026 tax tips

Jan 07, 2026 | RBC Family Office Services

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...

Categories:

Total Client Experience

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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.

 

RBC insights

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

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High stakes, narrow margins: Canada’s federal budget bets on investment-led growth

November 05, 2025 |Cynthia Leach, Robert Hogue, and Salim Zanzana
Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings. Buffers are slim against the two fiscal anchors of a balanced operating budget by 2028-29, and a declining deficit-to-GDP...
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Federal budget 2025: A summary of key measures that may impact you

November 05, 2025 |RBC Family Office Services

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

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The Fed raises the bar for lower rates

October 31, 2025 |Thomas Garretson, CFA

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

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BoC warns of structural economic damage from tariffs

October 29, 2025 |Claire Fan
The Bank of Canada delivered an expected 25 basis point rate cut today, lowering the overnight rate to 2.25%—the bottom of the neutral range that would not add to or subtract from inflation pressures over time. Beyond the rate cut itself, two themes stood...
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Canadian federal budget preview

October 27, 2025 |Cynthia Leach
A new playbook for balancing bigger government with fiscal health We believe the context and composition of government spending matter as much as the quantum. Cyclically, our outlook has Canada avoiding a recession from the current set of tariffs, but...
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Technical update: Signs of rotation support rebalancing portfolios

October 24, 2025 |Robert Sluymer, CFA, Technical Strategist

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

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The Power of Compounding Still Surprises

October 23, 2025 |Robin Gullason
Compound interest is often referred to as the “eighth wonder of the world”. A quote attributed to Albert Einstein states "He who understands it, earns it; he who doesn't, pays it" While all of us intuitively understand it and endeavor to earn it, its...
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The Price of Speculation

October 17, 2025 |Robin Gullason
Equity markets are driven by the twin emotions of fear and greed, and rampant speculation is a key feature of greed running amok. While pockets of speculation have appeared in the stock market, nobody does speculation quite like cryptocurrencies. This...
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U.S. Recession Scorecard: Stuck … with reduced visibility

October 10, 2025 |Jim Allworth

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

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Is Trade Risk Re-Emerging in the Canadian Dollar?

October 10, 2025 |Robin Gullason
The Canadian dollar has seen some of its 2025 gains against the U.S. dollar evaporate since the summer. At the same time, the broad U.S. dollar has been range-bound against other major trading partners. Both the U.S. and Canada have cut interest rates...
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