Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

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Global Insight U.S. Recession Scorecard
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SECURE 2.0 Act of 2022 may help Americans better prepare for retirement
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The U.S. dollar in transition: Cyclical volatility meets structural shifts

 Nov 07, 2025 |Joseph Wu, CFA

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

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Detour sign Global Insight Monthly November 2025

Five disruptors to the U.S. economic cycle

 Nov 05, 2025 |Frances Donald, Mike Reid, and Carrie Freestone

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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Medicare: The ABCs (and Ds) of health insurance

 Nov 04, 2025 |RBC Wealth Management

Medicare coverage can be a confusing topic with an alphabet soup of options. Starting with the basics can help make sense of it all.

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