RBC insights

With 2.5 months still left to go in 2025, uncertainty still reigns supreme, and whether or not we can maintain strong gains for three years in a row remains an outstanding question. But as part of trying to navigate the path forward, we take a look at...

As asset prices continue to climb, the word "bubble" is starting to get thrown around more and more. From our point of view, while we definitely do see a particular one forming, it's probably not what you have in mind.....

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.

Checking in with folks about a month after our last video as markets continue to recover nicely and global equities hit a new all-time high, we examine where things stand now in the markets and consider a possibility that would be very on-point with the...

Note: The blurriness for the first thirty seconds was a laptop camera issue, not an issue on your device, and it's not noticeable shortly into the video once we start sharing slides. While it may be completely unfathomable given everything that has taken...

In a quicker video that serves as almost an addendum to the previous video recorded Monday, April 7, 2025 (click here to watch that video), we look at yet another historic day in the markets - but this time in a good way! We also examine the nuances around...

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...

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...