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Featured insights
Featured insights articles page
From trade wars to tax cuts
#MacroMemoThis week’s #MacroMemo video dives into some of the major developments now shaping world markets and economies.
Jul 14, 2025
15 minutes, 3 seconds to watch
Navigating uncertainty in emerging markets equities
InsightsThere’s been much tariff talk of late, but from an emerging markets equity perspective, what really matters are countries’ fundamentals and trade surpluses with the U.S. relative to their economies. Richard Farrell, EM Equity Portfolio Manager, looks at how key countries and regions are faring in the current environment.
Jul 14, 2025
5 minutes to read
Global fixed income markets - Summer 2025
Global Investment OutlookThe rise in bond yields since the beginning of April reflects a cloudy macroeconomic outlook with growth that is slower but not recessionary, inflation that is lower but not low enough, and central banks that are unlikely to respond with meaningful interest-rate cuts if politicians lean into running still-large fiscal deficits.
Jul 9, 2025
13 minutes to read
Currency markets - Summer 2025
Global Investment OutlookOur forecasts imply further gains for the euro, pound, yen and Canadian dollar over the year ahead, and we believe that emerging-market currencies will record similar gains.
Jul 8, 2025
17 minutes to read
Recent insights
Emerging markets outlook - Summer 2025
Global Investment OutlookEmerging markets have outperformed the U.S. so far this year and it is conceivable in our view that this trend continues.
A new perspective on the importance of different investment decisions
PH&N Institutional InsightsA seminal paper published in the 1980s alleged that long-term asset allocation decisions drive 90 percent of a portfolio’s performance. Does the hypothesis still hold?
Currency outlook - Summer 2025
Global Investment OutlookDan Mitchell, Senior Portfolio Manager, RBC Global Asset Management Inc., discusses how the recent shift in sentiment and economic factors will impact the U.S. dollar and global currency markets.
Economic outlook - Summer 2025
Global Investment OutlookIn this video, Eric Lascelles, Chief Economist, RBC Global Asset Management Inc., provides his outlook on the impact of tariffs and policy uncertainty, the growing tensions between the U.S. and China, and much more.
Fixed income outlook - Summer 2025
Global Investment OutlookDagmara Fijalkowski, Head of Global Fixed Income and Currencies, RBC Global Asset Management Inc., shares how the recent market trends, fiscal developments and bond market dynamics will impact investors.
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