Harry Smith, Financial Advisor at RBC Wealth Management

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Six tech trends shaping 2026 | RBCCM enterprise AI adoption, technology investment themes, consumer AI economics, cybersecurity spending, software margin pressure, proprietary data valuation, AI infrastructure investment, return on investment timeframes, platform consolidation

European stocks look set to benefit from reflation, but heavier bond supply and tighter investor demand are likely to push yields higher.

Global Insight 2026 Outlook: Europe

The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

S&P 500 rally: When a rising tide lifts some boats more than others