RBC Weighs $2 Billion Risk Transfer to Hedge Data Center-Linked Loans

With Donald Trump’s trade war ongoing, portfolio managers argue Canadian equities—highlighting RBC’s Toronto HQ—are positioned to outperform US counterparts. The piece is directional but does not cite specific earnings or valuation changes, implying modest near-term relative performance upside.

Analysis

With Donald Trump’s trade war ongoing, portfolio managers argue Canadian equities—highlighting RBC’s Toronto HQ—are positioned to outperform US counterparts. The piece is directional but does not cite specific earnings or valuation changes, implying modest near-term relative performance upside.