RBC insights

The pronounced meltdown in markets that has played out in April has been shocking in terms of both speed and magnitude. As everyone searches for answers, we walk through the current market backdrop and our own framework we use to navigate extreme environments...

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...

In a world where volatility is surging, markets are falling, and uncertainty reigns as a result of tariff-induced angst, we take a look at the current investing backdrop, what's changed and what hasn't, and where we now see opportunities going forward...

In our annual look at the markets going into the year ahead, we find ourselves in a world where there are a lot of good reasons to stay invested, but also a world where a lot of people already know all these reasons and are watching evermore intently...

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

While a lot has happened to, and within, various stock markets since election day in America (and we touch on that briefly at the start here), the most interesting potential opportunity going forward in our opinion lies elsewhere as participants in this...

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.