Your source for valuable insights

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

Commuters on a train

A return to yield curve normalcy?

May 23, 2024 |Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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Gold on a scale

Gold: More than meets the eye

May 16, 2024 |Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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Man looking at financial data

The push and the pull of U.S. earnings

May 09, 2024 |Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Two people sitting with a Financial Advisor

Interest rate mood swings

May 08, 2024 |Thomas Garretson, CFA

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

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Woman looking at screen

The Fed adjusts its focus, but the rate outlook remains blurry

May 03, 2024 |Thomas Garretson, CFA

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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Two graduates embracing

Managing multiples: College financing strategies for more than one child

May 01, 2024 |RBC Wealth Management

If you don't qualify for financial aid or needs-based grants, here are some strategies for navigating the multi-kid college crunch.

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Graduate with diploma hugging parents

College funding: It’s a family affair

May 01, 2024 |RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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Oil derricks at sunset

Energy stocks: A hedge to rising geopolitical risk

Apr 25, 2024 |Frédérique Carrier

Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.

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Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

Apr 18, 2024 |Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Senior couple looking at a laptop together

Retirement income planning should include tax-diversification strategies

Apr 18, 2024 |RBC Wealth Management

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

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