Weekly Insights

Jul 16, 2018 | Ronald J. Wilcock


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July 12, 2018 - Insights into the equity, fixed-income, currency and commodity markets from RBC Wealth Management.

The whole gang will be arriving home next week. The occasion is a wonderful wedding celebration for a wonderful family. We have all been lifelong friends since our eldest daughters were in toddler play group together. We are truly looking forward to seeing “little Diane” and their whole family so happy on their very special day. We can also thank them for the bonus of having everyone together and a great time that will be had.

 

This Past Week and more; As we have been looking and advocating for, markets, except for a one day relatively mild reaction last week, decided to largely ignore Trump Trade issues in favor of earnings and the economy. Most major world indices were up, including the TSX, SP500, and DOW, at 1.2%, 1.5%, and 2.3% respectively. If investors can keep some perspective on Trump’s tactics and possible impacts; we may see markets run up a little more, as they should be based on the normal metrics.

 

We have been making portfolio adjustments accordingly and it has been serving clients well. If you have questions about your portfolio, or have not had a meeting about our very successful PIM – Private Investment Management – solution. Please contact myself or my associate Thao to receive more information and/or set up a meeting.

 

The Weekend/Weather; Churchill Park in Cambridge hosts the Scottish Festival this weekend. With all kinds of activities and events including, (of course) the highland games, it promises to be a fun time. For more information go to http://www.cambridgescottishfestival.ca.

After today we appear set to have a little relief from the heat with temperatures in the 70’sF/ low 20’sC, possibly hitting 80/25 a couple of days this week. We have about a 50/50 possibility of a thunderstorm this afternoon, with higher chances of rain Friday and Saturday.

Otherwise, enjoy a very pleasant week!

 

Global Insight WEEKLY

Riding earnings momentum, but tuned in to tariff tiffs

July 12, 2018

 

Global Insight Monthly

European equity downgrade: Continental drift

July 2018

 

My team provides a proven, comprehensive approach to wealth management for business owners and families. Should you know of any friends, family, or associates whom you think would benefit from our professional services, it would be my pleasure to talk with them to learn how we can help. Contact Us Here to be added to our Weekly Newsletter or to ask for a complimentary portfolio review.

 

This information is not investment advice and should be used only in conjunction with a discussion with your RBC Dominion Securities Inc. Investment Advisor. This will ensure that your own circumstances have been considered properly and that action is taken on the latest available information. The information contained herein has been obtained from sources believed to be reliable at the time obtained but neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers can guarantee its accuracy or completeness. This report is not and under no circumstances is to be construed as an offer to sell or the solicitation of an offer to buy any securities. This report is furnished on the basis and understanding that neither RBC Dominion Securities Inc. nor its employees, agents, or information suppliers is to be under any responsibility or liability whatsoever in respect thereof. The inventories of RBC Dominion Securities Inc. may from time to time include securities mentioned herein. RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © 2018 RBC Dominion Securities Inc. All rights reserved.