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)

Female athlete with injured ankle

Could struggling banks drag down the economy?

Mar 17, 2023 |Kelly Bogdanova

The Silicon Valley Bank collapse brought financial system stresses to the surface. We look at knock-on effects and economic and market implications.

Read more

View of Silicon Valley

Silicon Valley Bank collapse: Reverberations and reactions

Mar 14, 2023 |Kelly Bogdanova

As SVB’s demise roils markets, we examine the regulators’ fast action and what the “costs” of that may be, as well as implications for Fed rate hikes.

Read more

Two people processing orders for shipping

Why the Fed is sounding more hawkish—and should it be?

Mar 09, 2023 |Atul Bhatia, CFA

As the Fed signals more rate hikes ahead, we look at the prospects for further aggressive tightening and whether the Fed may be missing the mark.

Read more

Pedestrians in Shanghai

China’s reopening: Facts and forecasts

Mar 02, 2023 |Jasmine Duan

Post-pandemic activity is surprising to the upside, and we think more is in store for the economy.

Read more

UK and EU flags

Is the UK-EU trade deal a turning point for UK equities?

Mar 02, 2023 |Frédérique Carrier

Will the potential for a more constructive approach to UK-EU relations help restore investors’ interest in the UK’s undervalued equity market?

Read more

U.S. flag and skyscrapers

What’s pushing and pulling on U.S. equities?

Feb 23, 2023 |Kelly Bogdanova

We look at the pressures weighing on the market today, and why we think the S&P 500 could deliver positive full-year returns, once all is said and done.

Read more

Woman at job interview

Is the Fed fighting inflation with blinders on?

Feb 16, 2023 |Atul Bhatia, CFA

Is the Fed ignoring positive inflation indicators and over-emphasizing what it is sees as an overheated labor market to justify more restrictive policy?

Read more

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

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