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.

Latest Insights

Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

Oct 10, 2025 | Jim Allworth

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

Read more
Woman speaking to colleagues during a meeting

Against odds: Why responsible investing is here to stay

Oct 08, 2025 | RBC Wealth Management

Explore the latest responsible investing newsletter covering why responsible investing is here to stay with commentary on equity and fixed income products, as well as an overview of impact investing

Read more
Employee pushes cart through servers in a data center.

AI’s big leaps in 2025

Oct 06, 2025 | Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.

Read more

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

Let's connect today

If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.