Market commentary

Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.

Analysis (4)

Globe

How BRICS sees the world

Oct 02, 2025 |Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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Advisor meeting with young couple

Four strategies to prepare your portfolio for market volatility

Sep 24, 2025 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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Two business people inspecting robotics in a manufacturing facility.

Will the economy’s 2025 resilience continue?

Sep 08, 2025 |Joseph Wu, CFA

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

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Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

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.

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Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in Global Insight Monthly

Investor's Edge

Trend & Cycle

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