This week in the podcast, we discuss the results

of our June survey of RBC’s equity analysts. The big things you need to know:

(1) Outlooks for performance over the next 6-12 months remain constructive,

driven by optimistic views on fundamentals and cash deployment. (2) The results

a guide for the best ways to get exposure in three distinct parts of the US

equity market - Financials & Energy within Cyclicals, Information

Technology within Secular Growth, Health Care & Utilities within Classic

Defense. (3) The survey helps to set the stage for what we expect to be an

important earnings season, with roughly half of our analysts saying it is

unclear to what extent inflationary impacts are baked into company guidance

and/or consensus estimates.