Peninsula Capital Investment Group at RBC Wealth Management

09/01/2020

U.S.-China relations remain under stress with the sources of frictions well ingrained. Learn about potential for the decoupling of these economies.

Learn how and why our bias toward certain Chinese stock has changed given China’s focus on stimulating domestic demand, and the risks posed by a continued antagonistic relationship with the U.S.

08/19/2020

Positive earnings and revenue trends in Q2, along with the upward revisions to Q3 and 2021, signal that a wider range of earnings possibilities should be considered. Here is what investors need to know.

Corporate and market fundamentals are moving in the right direction, along with the economy. Is this a sticking point? We discuss in our latest Global Insight Weekly.

08/10/2020

Early 2020 data shows jewelry demand fell 39 percent year over year on a global basis. Learn what this means for the real economy demand of gold.

Gold has reached new highs against a backdrop of economic uncertainty. We look at its future prospects in light of economic stimulus and macro trends

08/08/2020

The five largest stocks by market value represent almost all of the S&P 500’s gains. We look at why this may or may not be of concern. Read here.

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

07/11/2020

The biggest earnings hit from COVID-19 shutdowns should be in Q2. Learn why investors should look to the 2021 earnings season to better understand the market.

The biggest earnings hit from COVID-19 shutdowns should be in Q2. Learn why the recession’s duration is expected to be shorter than the contraction that occurred during the global financial crisis.

07/04/2020

Have an enjoyable Independence Day filled with plenty of red, white and blue!