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)

What does the Fed-induced selloff mean for the investment outlook?

Sep 26, 2022 |Alan Robinson

The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.

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U.S. Federal Reserve Building in the fall

How does the Fed’s big rate hike impact the economy and fixed income environment?

Sep 22, 2022 |Thomas Garretson, CFA

As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.

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Gas thermostat on table

UK equities downgrade

Sep 16, 2022 |Frédérique Carrier

We take a deep dive into the reasons for the downgrade and identify selective opportunities in the market.

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Woman tracking data on multiple computer screens

Volatility inflates as U.S. inflation stays hot

Sep 16, 2022 |Kelly Bogdanova

While equity markets remain on edge, investors shouldn’t throw in the towel just because inflation and some related concerns may not lift overnight.

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Whitewater rafting

Portfolio positioning amid economic uncertainty

Sep 10, 2022 |Joseph Wu, CFA

With volatility once again roiling financial markets, we evaluate the macro headwinds and tailwinds that could impact investors.

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Voting booth iage

Equities and the election effect

Sep 09, 2022 |Kelly Bogdanova

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling.

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Couple meeting with an advisor

Interpreting Federal Reserve sound bites

Sep 01, 2022 |Atul Bhatia, CFA

Many long-term investors look to Fed speeches for insight. We explain why they’re not good guides and investors should look to planning—not parsing—when building portfolios.

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two container ships docking in Hong Kong port

Where will China’s economy go from here?

Aug 25, 2022 |Jasmine Duan

Domestic and geopolitical headwinds are testing China’s recovery momentum. We assess key issues and implications for equity investors.

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Happy kids splashing in a pool

What happened to the “summer doldrums?”

Aug 18, 2022 |Kelly Bogdanova

We assess the market’s prospects in light of the recent a-typical summer rally.

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Summer events shaping the outlook for the UK and Europe

Aug 11, 2022 |Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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