The Larsen Group at RBC Wealth Management

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

Pay attention to triggers for Europe

We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

U.S. equity returns in 2024: Premium performance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

U.S. productivity renaissance

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.

Global Insight 2025 Outlook executive summary: Beyond the horizon

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

The Fed approaches a new phase of interest rate policy

In 2025, global equity markets may be able to add to the remarkable gains of the past two years. That will require economic and earnings pictures that don’t falter.

Market overview: Equity balancing act

A more complex equity landscape and the potential for Fed policy shifts mean investors will need to be nimble in 2025.

Global Insight 2025 Outlook: United States

Keeping an eye on the cost-of-living (COLA) increase coming in 2025 is essential for a secure retirement. Learn more about what this means for you and how to make sure your financial plans are on track for the future.

Social Security COLA Increase for 2025 Stay informed about the Social Security COLA increase for 2025 and its impact on retirees.

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Pondering a U.S. policy potpourri

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

Fed rate cuts for what?

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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