Insights

Federal government efforts to limit non-permanent resident arrivals will likely slow the pace of gross domestic product growth in 2025 and beyond. However, per-capita GDP, the unemployment rate, broader inflation pressures, and interest rate expectations...

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

We continue to look for the Bank of Canada to start cutting interest rates in June.

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

All but two FOMC participants continue to expect interest rate cuts this year.

February offered valuable clues on the direction Canada’s housing market is taking. Improving sentiment among buyers and sellers—no doubt stoked by growing expectations the Bank of Canada’s next move will be a rate cut—halted the series of monthly price...

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger drivers of stock prices than the election? Kelly Bogdanova, Co-chair of RBC’s Global Portfolio Advisory Committee, and...