The Larsen Group at RBC Wealth Management

01/20/2025

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.

01/13/2025

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.

01/06/2025

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.

12/30/2024

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.

12/23/2024

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.

12/16/2024

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.

12/09/2024

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

12/02/2024

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.

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

11/25/2024

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?

11/18/2024

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.

11/11/2024

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.

11/04/2024

Is your cash safe and protected? We offer up to $5 million in FDIC coverage in aggregate per account with our RBC Insured Deposits program. Contact me to learn more.