Latest Insights

Shipping containers

Tariff deluge: RBC’s initial take

Apr 04, 2025 | The Global Portfolio Advisory Committee |

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

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German Reichstag

Do policy shifts signal a turning point for European equities?

Apr 04, 2025 | Frédérique Carrier |

Galvanized by U.S. rhetoric, the European Union looks to be pivoting towards greater cohesiveness and increased fiscal spending. We examine the implications for the regional equity market.

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Aerial view of Shanghai highway intersection

Global equities: A confluence of possibilities

Apr 02, 2025 | Jim Allworth |

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here.

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Joe Martello

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