Good afternoon, just a quick note today.

 

UK and Europe equities: Beyond the headlines

European and UK equity markets are trading at valuations we consider unusually attractive. Although we maintain Underweight stances on both regions and think index returns may remain muted through the end of the year, we see compelling opportunities in due course.

 

Supply chain pressures do an about-face

After hitting a peak in late 2021, supply chain pressures have eased to their lowest levels in 20 years.

 

Full Story here: Global Insight Weekly.

 

Our Sometimes Lonely and Trusting Seniors: Here’s a couple of articles which might also interest you about Elder Abuse of the financial sort:

5 Cyber Scams Targeting Seniors

Protect yourself and your loved ones from financial abuse

 

Lastly, a 20-minute RBC Podcast about markets this week: Stu Kedwell, Co-Head of North American Equities, provides some soundbites he shared with advisors during a recent conference. Stu explains why bullish sentiment is on the rise, despite some concerning economic signals, and discusses his thoughts on early cycle stocks that could be poised for growth. (Recorded: June 21, 2023) Navigating Optimism

 

 

Enjoy your weekend!

 

Mark