Insights

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Young people are learning about the stock market, investing and personal finance through innovative activities and games.

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.

Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

Four unresolved issues related to the selloff stand to hold sway over stocks. More volatility is likely, and we favor a defensive tilt in equity portfolios, focusing on high-quality shares that can better withstand further economic deterioration.

Cybercrime can result in financial loss, reputational damage and data breaches.

As expected, the Fed held off on a rate cut this week. But as policymakers await more economic data before a likely September rate cut, the data may already be signaling the central bank is too late.

RBC’s AI software analyst enthusiastically talks about how GenAI has leapfrogged traditional AI tools and tells us what excites him about the technology today and its future potential.