RBC Turns to Utilities as Defense Against Trade Uncertainty

The video discusses the potential decline of the SNP index and suggests investing in utility stocks as a defensive strategy amid trade tensions with Mexico and China. It highlights the orderly nature of recent market volatility and the cautious approach of investors. The challenges faced by small-cap companies due to tariffs and margin pressures are also examined, emphasizing the difficulty these companies have in managing incremental costs.

What is the current recommendation regarding utility stocks?

How have investors been reacting to market volatility according to the text?

What challenges are small caps facing in the current market environment?

What could potentially lead to a rally in small caps?

What factors are contributing to the margin pressures on small companies?