Insights

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt.

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

The U.S. government’s fiscal outlook can no longer be ignored.

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. What approach should investors take?