I'm pleased to share RBC Wealth Management's latest investment newsletter.

 

In brief – Tariffs: Bracing for market impact

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should investors take? This is an executive summary of our more comprehensive article on the topic.

 

Regional developments: Bank of Canada lowers key policy rate by 25 basis points to 2.75%; Recency bias and the U.S. stock market’s malaise; European growth forecasts increased, regional defence stocks rally; China’s artificial intelligence race continues to heat up.

 

Please take some time to review the Link.

 

Feel free to contact me with any questions and/or to discuss investment ideas.

I appreciate the opportunity to serve you and look forward to continuing to help you accomplish your long-term financial goals.

Beth Arseneau, FMA, CIM
Portfolio Manager
416-960-4592
beth.arseneau@rbc.com