Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Audio commentary: How to invest during a "growth scare"

Apr 22, 2022 |Kelly Bogdanova, Sean Naughton, CFA & Atul Bhatia, CFA

Inflation, geopolitics, rate hikes, and economic challenges have produced a “growth scare.” We discuss market impacts and equity investment ideas.

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Ongoing omicron: What’s next for China?

Apr 21, 2022 |Frédérique Carrier & Jasmine Duan

China’s economy has taken a hit from omicron’s spread. We look at the zero-COVID policy’s impact, and highlight implications for equity investors.

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Is the market overreacting to the inverted yield curve?

Apr 07, 2022 |Atul Bhatia, CFA

We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.

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businesswoman-looking-at-papers-in-office-with-sunset

Preparing for the great sunset: What you need to know if tax code provisions expire

Apr 05, 2022 |Angie O'Leary

There has been a great deal of tax uncertainty as the Biden administration continues to explore tax policy changes.

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The Russia-Ukraine conflict and a new Europe in the making

Apr 05, 2022 |Frédérique Carrier

The conflict is driving a transformation of the EU’s economic and geopolitical order. Despite the dark cloud over Europe today, opportunities remain.

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Why the U.S. and Canada can weather the economic shock from the Russia-Ukraine conflict

Mar 31, 2022 |Kelly Bogdanova

Different regions are feeling different effects. Why are the U.S. and Canadian economies more resilient, and how does that factor into equity portfolios?

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How Roth accounts can be used as a tool for retirement and legacy planning

Mar 23, 2022 |RBC Wealth Management

Roth accounts may work better than ever as a tool for saving for retirement. Learn how to utilize this tax strategy.

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Audio commentary: Fed rate hikes have arrived - what are the implications?

Mar 21, 2022 |Atul Bhatia, CFA & Kelly Bogdanova

Atul and Kelly discuss the health of the economy and the potential impact a rising rate environment might have on investors’ portfolios.

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