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.

Periodicals

Vortex of volatility

 March 7, 2025 - Peter Park Nelson

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

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Trend & cycle roadmap

 May 7, 2025 - RBC Wealth Management

Read more (T&C Roadmap)

Global insight monthly

 September 11, 2024 - RBC Wealth Management

Read more (GIM)

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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.

Latest Insights

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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Mid Year Outlook - buildings in the UK

Global Insight 2025 Midyear Outlook: United Kingdom

Jun 18, 2025 | Frédérique Carrier and Rufaro Chiriseri, CFA

We maintain our bias towards quality UK large-cap stocks trading at a valuation discount to foreign competitors and prefer short-dated Gilts and investment-grade short-duration bonds.

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Global Insight - Manhattan skyline

Global Insight 2025 Midyear Outlook: United States

Jun 18, 2025 | Kelly Bogdanova and Thomas Garretson, CFA

The worst of the tariff volatility seems like it’s blown over. Markets are now focused on the remaining tariffs that are in place and their impact on domestic economic trends and Fed policy.

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