RBC insights

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

As a follow-up to our last video released on Monday, July 28, 2025, we look at how everything played out during that "copious catalyst" week, other developments in the days after, and how it's possible to be right and wrong at the same time!

As the Goldilocks market that we talked about in our June 2025 video continues its steep upward trajectory, we update our previous thesis and look at why now appears to be an optimal time to become a bit more cautious tactically.

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.