Bi-Weekly Client Letter - January 30, 2026

January 30, 2026 |Beth Arseneau
A range of developments continues to shape the investment landscape, with potential implications for the macro outlook. We discuss recent corporate earnings updates, monetary policy, and U.S. political risk in more detail below. Corporate earnings in...
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Bi-Weekly Client Letter - September 19, 2025

September 19, 2025 |Beth Arseneau
Following recent signs of weakening labour market conditions in Canada and the U.S., central banks in both countries have decided to reduce their benchmark interest rates, resuming monetary easing cycles that had been on hold amidst uncertainty in the...
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Bi-Weekly Client Letter - September 5, 2025

September 08, 2025 |Beth Arseneau
As Q2 earnings season concludes, we move into what’s historically been a weaker month for stocks. While economic data continues to show soft momentum, the prospect of monetary easing has shored up confidence and lifted many major global equity markets...
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Bi-Weekly Client Letter - April 17, 2025

April 17, 2025 |Beth Arseneau
What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception is China,...
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Bi-Weekly Client Letter - April 8, 2025

April 08, 2025 |Beth Arseneau
Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the spectre of a...
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Bi-Weekly Client Letter - March 21, 2025

March 21, 2025 |Beth Arseneau
Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date. Despite the relative calm on the tariff front, there were important developments elsewhere...
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Global Insight Weekly - March13, 2025

March 14, 2025 |Beth Arseneau
I'm pleased to share RBC Wealth Management's latest investment newsletter. In brief – Tariffs: Bracing for market impact The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the...
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Five ways to pay less tax in retirement

Five ways to pay less tax in retirement

January 01, 2025 |RBC Wealth Management

These strategies can help you maintain the lifestyle you had while working.

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Bi-weekly Client Letter 2024-10-18

October 18, 2024 |Elizabeth Arseneau
North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer, with spending supported by a resilient labour market...
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Bi-weekly Client Letter 2024-06-28

June 28, 2024 |Elizabeth Arseneau
Global equities have been somewhat directionless over the past few weeks. One notable development was the Canadian inflation report for May, which was higher than expected for the first time this year. This has moderately reduced expectations for a July...
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