Analysis (6)

Woman looking at a computer

Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

Aug 15, 2025 |Robert Sluymer, CFA, Technical Strategist – New York

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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Electronic engineer updating computer components

Tech steals the Q2 earnings show

Aug 13, 2025 |Kelly Bogdanova

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

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Shipping Containers

Transmission framework: How tariffs will flow through the U.S. economy

Aug 08, 2025 |Frances Donald and Mike Reid

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

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Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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Business people walking on world map

A world of opportunities?

Jun 18, 2025 |Alan Robinson

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

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Female athlete on a soccer field

Report explores opportunities for investors in women’s sports

Jun 06, 2025 |RBC Wealth Management

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

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Contact

John T. Daddona

860-703-6698
john.daddona@rbc.com