Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

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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Cargo inspector

The numbers behind U.S. tariffs

Sep 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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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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happy grandfather and granddaughter

Life reimagined: The biotech revolution and longevity

Aug 27, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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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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garden

August Market Update

Aug 08, 2025 |Nicole Winterz
Greetings from the Rock Cut Investment Group! The stock market experienced a mix of gains and losses in the month of July. The Dow Jones Industrial Average +0.2%, the S&P 500 +2.2%, and the NASDAQ +3.7%. The EAFE International Market was -1.4% (Source:...
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Gabriela Kane Guardia (Latinitas), Bill Wallace (Tomorrow’s Promise Foundation), Ismael Guzmán (East Austin Soccer Club), Fidel Campuzano Gonzalez (Austin Youth River Watch), LaKissa Bright (Ladders for Leaders)

Austin nonprofits honored by RBC Wealth Management, Major League Soccer and Black Players for Change

Aug 04, 2025 |RBC Wealth Management

One of the many examples where our community values shine through is with the MLS All-Star Hometown Heroes Showcase presented by RBC Wealth Management.

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4thOfJuly

July Market Update

Jul 21, 2025 |Rock Cut Investment Group

A challenging quarter ended with U.S. stocks at or near record levels! An interesting development since it was only April since the tariff announcement pushed stocks almost into bear territory (20% from their high).

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Contact

Rock Cut Investment Group

815-637-7886
matthew.montalbano@rbc.com

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