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.
Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.
The earnings season isn’t exactly setting the world on fire. But we sift through the clues that lead us to believe equities will see modest gains.
As growth elsewhere in the world underwhelms, the resiliency of the U.S. expansion should act as a support system for equity performance.
We look at the catalysts behind stock markets’ resiliency, but point out that one of these makes us a bit uncomfortable.
We look at the knock-on effects of the pandemic for the world economy, and what sort of market impact investors should brace for.
RBC CEO Dave McKay shares 10 lessons learned from Davos 2020.
The shifting trade winds have not blown away uncertainty, and we look at how this all shapes the investment landscape.
The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?
We look at why it’s not too surprising markets were not overly rattled by the U.S.-Iran saber-rattling, and why we’re still constructive on equities.
RBC Capital Markets’ chief U.S. economist Tom Porcelli sees the longest-ever economic expansion continuing, underpinned by a healthy U.S. consumer.