Pay attention to triggers for Europe

Pay attention to triggers for Europe

January 16, 2025 |Frédérique Carrier

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

Read more
U.S. equity returns in 2024: Premium performance

U.S. equity returns in 2024: Premium performance

January 10, 2025 |Kelly Bogdanova

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

Read more
Trend & Cycle 2025 Technical Outlook

Trend & Cycle 2025 Technical Outlook

January 08, 2025 |Robert Sluymer, CFA

Studying trends and cycles can provide a more informed view of market dynamics. We look at potential pause points, market breadth, and key interest rate levels to gauge prospects for equity upside in 2025 and how to approach sector positioning.

Read more

Monthly Newsletter: Portfolio Advisor - January 2025

January 07, 2025 |Thomas De Mello
RBC Global Insight: January 2025 RBC Wealth Management has launched the Global Insight 2025 Outlook, which showcases unique perspectives on the catalysts and challenges that could impact investment portfolios in the year ahead. Highlights include: Equity...
Read more

2025 TFSA Contribution Information & 2024 RRSP Deadline

January 02, 2025 |Thomas De Mello
2025 TFSA Contribution Information You can now make your Tax-Free Savings Account (TFSA) contribution for 2025 (up to $7,000.00). If you haven’t maximized your TFSA contributions in the past, you can also catch up on your 2009-2024 contributions. The...
Read more
The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

December 19, 2024 |Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Read more
U.S. productivity renaissance

U.S. productivity renaissance

December 12, 2024 |Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Read more
Video: What investors can expect in 2025

Video: What investors can expect in 2025

December 03, 2024 |Global Insight

Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.

Read more
Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

December 03, 2024 |Sunny Singh, CFA, and Josh Nye

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

Read more

Monthly Newsletter: Portfolio Advisor - November 2024

November 15, 2024 |Thomas De Mello
RBC Global Insight: November 2024 I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment strategy...
Read more