In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

Take a look at the Berkshire Hathaway Shareholders meeting through a pair of fresh eyes.

This year's meeting paid tribute to Charlie Munger, who passed away in November 2023, just shy of his 100th birthday.

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Following years of low interest rates, bonds are once again becoming more attractive investments as interest rates rise.

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.