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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)

Corporate earnings growth forecast: Tepid, but sufficient

Oct 18, 2019 |Kelly Bogdanova

Several factors are constraining corporate profits this reporting season, but modest earnings growth should keep markets advancing.

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Global Insight Weekly

Is another trade dispute coming?

Oct 15, 2019 |Frédérique Carrier

Posturing ahead of U.S.-China trade talks frayed investors’ nerves, while another trade bout could break out as the U.S.-EU tensions heat up.

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Equity market risks: Separate the wheat from the chaff

Oct 04, 2019 |Kelly Bogdanova

Investors need to focus on the things that matter most to equity markets and not let the political storm in Washington rain on investment strategies.

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upside down piggy bank

Investing in the weird world of negative interest rates

Oct 02, 2019 |Thomas Garretson, CFA

As central banks go deeper down the rabbit hole of negative rates, here’s how investors can navigate the upside down world of negative-yielding debt.

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Taking stock of the risks facing the stock market

Sep 30, 2019 |Frédérique Carrier

Imminent threats seem to have faded somewhat but certainly have not gone into the ether. Vigilance remains the watchword for investors.

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An unshocking response to the Saudi oil supply shock?

Sep 20, 2019 |Kelly Bogdanova

An escalation of military tensions in the Middle East would likely grab the market’s attention. We assess how geopolitical risks could impact portfolios

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The credit market’s message: Recession fears may be overblown

Sep 16, 2019 |Thomas Garretson, CFA

Credit markets continue to signal that there are few recession risks on the horizon, but that may be because central banks are back with a vengeance.

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Global Insight Weekly

Economic and corporate earnings prospects are the matters that matter

Sep 09, 2019 |Kelly Bogdanova

It’s not the political sideshows that ultimately drive markets, but rather economic and earnings prospects. We see some caution signs on both fronts.

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Is the trade war the prelude to the main event?

Aug 30, 2019 |Kelly Bogdanova

The trade war is the undercard to a much broader geopolitical faceoff that investors will have to get used to dealing with.

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Can we talk ourselves into a recession?

Aug 26, 2019 |Thomas Garretson, CFA

Recent yield curve inversions have sparked recession fears. Now the fear is that fear itself will spark a recession.

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