We are pleased to share RBC Wealth Management's latest investment newsletter.

 

Shipping risks underestimated?

With two of the world’s strategic maritime choke points, the Suez and Panama Canals, operating below capacity, global shipping costs are climbing. We explore the corporate sectors that may benefit and those that may suffer from the situation and investigate the potential impact on inflation.

 

Regional developments: The Bank of Canada shifts into neutral; U.S. equities climb as economic data diverges; European Central Bank looking increasingly dovish; Chinese equities rally on stimulus hopes.

Please take some time to review the Global Insight Weekly.

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

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