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Expertise you can count on

The McCarthy Investment Group is dedicated to the highest standards of professional excellence. Our core philosophy is to preserve capital while providing a competitive return on assets. We employ a disciplined approach to investment management. For decades we have helped our clients navigate through economic cycles, and we are well-prepared to manage their investments in all market conditions. Along with the multi-generational abilities that our family practice offers, we also have access to global specialists through our parent company, Royal Bank of Canada, that can help address even the most sophisticated financial situations. We have always, and will continue to view our client relationships as life-long partnerships.

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

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If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

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Latest Insights

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Global Insight 2026 Midyear Outlook: United States

Jun 15, 2026 | Kelly Bogdanova; Thomas Garretson, CFA

There are catalysts for the bull market in stocks to persist. Bonds face a more challenging landscape.

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Bond markets seeing the forest for the trees

Jun 15, 2026 | Thomas Garretson, CFA

Geopolitical events and oil prices have upended global bond markets and central bank policy expectations this year, but we see it as just the latest tree in a forest of reasons that has steadily driven bond yields higher.

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