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How might ‘Trump Trades’ play out in the year ahead?

We highlight how the Republican policy framework could pan out under Trump, and the potential impact on macro markets.

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Russel Matthews
Jan 16, 2025

Distressed Debt - investor opportunities in 2025

Political and economic concerns with regard to developed Europe should create significant opportunities for Special Situations investors this year.

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Adam Phillips
Jan 15, 2025

Argentina: is this time different?

We visited Argentina to form our own opinion on the sustainability of the rally and look for potential investment opportunities for our portfolios.

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Laurence Bensafi
Jan 09, 2025

EM Equity Outlook Report 2025

We share a summary of our RBC EM Equity Outlook report for 2025, which includes macroeconomics, valuations, earnings, styles, themes, and ESG reforms.

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RBC Emerging Markets Equity team
Jan 06, 2025

Trump 2.0, a song of fire and ice

There will be plenty of noise coming from Washington in the coming days, and we wait to see how this impacts markets, both domestically and overseas.

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Mark Dowding
Jan 17, 2025

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