RBC Global Asset Management

Anticipation mounts for the U.S. tariff reveal on April 2. This week’s #MacroMemo previews the next phase of Trump's tariff plans and global reactions. Our chief economist also provides an economic update, explores China's consumer-focused policies, and reports on what the early opinion polls are saying about Canada's April 28 election. http://spr.ly/6047FDPWv

Spreads are tight, inflows are steady, and private markets continue to evolve. Tim Leary, Senior Portfolio Manager on the BlueBay U.S. Fixed Income team, explores why U.S. High Yield and Investment Grade bonds have delivered solid returns early in 2025, despite slight spread widening. Watch #TheWeeklyFix below. http://spr.ly/6042LvGpQ #fixedincome #highyield #creditmarkets #leveragedfinance

Short on time? The Five-minute Recap will catch you up on the past month in the investing world and keep you informed. ⏰👇 ▶️ Change and more change: Catch Eric Lascelles’ economic round-up as he breaks down the key forces at work in early 2025. He covers President Trump’s economic agenda – including tariffs on Canada – moderating economies, easing inflation and the outlook for the Canadian dollar. Explore in this short video. http://spr.ly/6041xTUnf ▶️ 2025 Market View - Global Equities Jeremy Richardson, Senior Portfolio Manager, RBC Global Asset Management (UK) Limited, shares his thoughts on 2024 and the year ahead. He speaks to the uncertainty investors are experiencing around the world but notes revenues and corporate profits are continuing to improve. Watch this short video now. http://spr.ly/6042xTUnA ▶️ Emerging Markets Equity Outlook: After a period of underperformance, EM equities have started to perform better relative to developed markets equities. Can this improved performance be sustained? What are the main drivers? Get answers now in this Q&A article. http://spr.ly/6043xTUn7 ▶️ RRSPs vs TFSAs: Explore the differences between Registered Retirement Savings Plans and Tax-Free Savings Accounts – and how they can help you save and invest. http://spr.ly/6044xTUnC Would you like more insights and client resources from RBC GAM? 📈 Sign up for our Monthly Brief newsletter: http://spr.ly/6045xTUnh

Anthony Kettle, Managing Director & Sr. Portfolio Manager, participated in a panel at iConnections in Miami this week, called “Taking Full Credit: Can Market Volatility Continue to Drive Returns?” Insightful discussion that covered why investors should take a differentiated approach to EM credit, why timing is key when analyzing EM markets, and how investors can navigate volatility resulting from the new US Presidential administration. Exciting times ahead for EM credit investors. Thanks to moderator Jonathan Glidden, CIO of Delta Airlines for a fantastic discussion. #iConnections #GlobalAlts #AlternativeInvestments #EmergingMarkets

Joyeux Nouvel An lunaire ! Nous vous souhaitons une année du Serpent prospère. 🐍

Happy Lunar New Year! Wishing you a prosperous Year of the Snake! 🐍

The first weeks of 2025 have been anything but calm. On this episode of #TheWeeklyFix, Andrzej Skiba, Head of BlueBay U.S. Fixed Income, breaks down the market-moving themes, from trade policy uncertainty under the new Trump administration to AI-related volatility in tech stocks. http://spr.ly/6047xkaQf #fixedincome #markets #tariffs #AI

Following Trump’s decisive victory, Andrzej Skiba, Head of BlueBay US Fixed Income, gives his views on the Republican sweep and what it could mean for economies and markets: http://spr.ly/6047SxLn7 #election #trump #fixedincome

A Republican sweep is more of a surprise, and we think that Trump trades may have further to run in the coming days. Mark Dowding, BlueBay CIO at RBC GAM, looks back on an eventful week. http://spr.ly/6045SakXh #DirectfromDowding #macroeconomics

The wait is finally over. While some investors may relish the prospect of lower taxes and higher tariffs that President-elect Trump promises to bring, many policy questions remain unanswered. https://bit.ly/4elD7An Join Mark Dowding, BlueBay CIO at RBC GAM, on November 14 for his passionate and insightful views on the post-election state of global markets and his expectations for how the policy agenda of the President will affect 2025 and beyond. #election #trump #politics #president