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Investment Management
Finding winners in a tariffed world
Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations are low.
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Investment Management
AI chips or Hormuz ships?: Assessing Asia’s winners and losers
Which markets face the greatest risks?
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Investment Management
When did global indices stop looking global?
Are benchmarks causing investors to miss opportunities?
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Investment Management
Back to normality
The return of volatility highlights a shift back to a more typical market environment.
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Investment Management
Europe rewards selectivity in a shifting market
Attractive valuations and strong business models support the investment case for equities on the continent.
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Investment Management
European equities: Navigating market volatility
How do valuations differ across segments of the European equity market?
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Investment Management
India versus China: Is the valuation premium justified?
Richard Farrell, portfolio manager on the RBC Emerging Markets Equity team, explains why India’s structural growth story is compelling – but not immune to valuation, reform and geopolitics.
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Investment Management
Funding flows: Which industries and regions did investors focus on in 2025?
The global investment landscape is showing signs of recovery, but investors remain selective.
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Investment Management
The investment benefits from the AI revolution
Which firms and industries are best positioned to benefit from AI-driven change?
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Investment Management
Japan’s growth progress hidden behind geopolitical headlines
Are investors overlooking the country’s reforms?
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Investment Management
AI arms race threatens mega-cap tech dominance
The dream conditions for the outperformance of large technology stocks no longer exist.
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Investment Management
Stagflation fears are rising – what could it mean for equities?
The Iran energy shock has increased stagflation concerns, but equities may not behave the way investors expect.
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