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.

Trump Warshes his hands of Powell

February 06, 2026 |Thomas Garretson, CFA

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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The numbers behind U.S. tariffs

September 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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How income splitting can create tax savings

How income splitting can create tax savings

January 01, 2025 |RBC Wealth Management

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

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