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.

Analysis (10)

Man looking out window

What lies ahead for UK and European equities?

Feb 09, 2023 |Frédérique Carrier

UK and European stock markets remain cheaper than the U.S., though some areas discount a blue sky scenario.

Read more

Global Insight - crumpled dollar bill

Is the U.S. dollar bull market coming to an end?

Feb 08, 2023 |Alan Robinson

Is the end of the dollar’s multiyear rally on the horizon? We examine the drivers of the rally, what’s changed, and the implications for global investors.

Read more

Businessmen

Has the Fed won the war on inflation?

Feb 03, 2023 |Thomas Garretson, CFA

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

Read more

Looking up at high rise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Jan 26, 2023 |Kelly Bogdanova

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

Read more

U.S. Capitol dome at night

As the U.S. hits the debt ceiling, what’s next for financial markets?

Jan 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

Read more

Runners in the rain

Why U.S. small and midcaps are further along on the road to recovery

Jan 20, 2023 |Kelly Bogdanova

With U.S. equities starting off the year on the right foot, we see six reasons why small and midcaps look more attractive than large caps.

Read more

Two people looking at the sea

What’s ahead for investors as economic trends change in 2023?

Jan 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

Read more

Mature man in factory using laptop

What are the consequences of unusually slow economic growth for equity investing?

Jan 09, 2023 |Jim Allworth

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing.

Read more

Janet Engels and Tylar Lunke

Audio commentary - 2023: A new year and a tug of war

Jan 05, 2023 |Janet Engels and Tylar Lunke

Tylar and Janet discuss what will influence markets in 2023, telling us the worst is probably behind us but that volatility will remain.

Read more

Tokyo pedestrians at sunset

Global implications of the Bank of Japan’s yield policy shift

Jan 05, 2023 |Frédérique Carrier

A change can affect more than meets the eye; we take a closer look.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields