Has a concentrated position become an unmanaged risk in your portfolio

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.