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.

Futuristic city

Executive summary: Global Insight 2026 Outlook

Dec 18, 2025 |The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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Car turning

The Fed takes a turn down easy street

Dec 12, 2025 |Thomas Garretson, CFA

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

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Picking up the pieces

Dec 11, 2025 |Carol A. Wilshire

Sharing how to reduce financial stress when a marriage ends.

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Money school

Dec 11, 2025 |Carol A. Wilshire

Financial advisor Carol Wilshire shares these tips on teaching children about finances.

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Boats in a harbor

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 04, 2025 |Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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Headquarters downtown Beijing China - Global Insight 2026 Outlook

Global Insight 2026 Outlook: Asia-Pacific

Dec 02, 2025 |Jasmine Duan; Nicholas Gwee, CFA; Shawn Sim

The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.

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Potsdamer platz Berlin Germany

Global Insight 2026 Outlook: Europe

Dec 02, 2025 |Frédérique Carrier; Rufaro Chiriseri, CFA; Thomas McGarrity, CFA

European stocks look set to benefit from reflation, but heavier bond supply and tighter investor demand are likely to push yields higher.

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Gherkin Building exterior London

Global Insight 2026 Outlook: United Kingdom

Dec 02, 2025 |Frédérique Carrier; Rufaro Chiriseri, CFA; Thomas McGarrity, CFA

Weakening labour markets could spur further Bank of England rate cuts and Gilt strength, even as the UK’s undervalued equity market offers opportunities.

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San Francisco Ariel View - Global Insight 2026 Outlook

Global Insight 2026 Outlook: United States

Dec 02, 2025 |Kelly Bogdanova & Thomas Garretson, CFA

Stock and bond market returns face high hurdles in 2026, but we think the former should be given the benefit of the doubt.

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Edmonton - Global Insight 2026 Outlook Canada

Global Insight 2026 Outlook: Canada

Dec 02, 2025 |Matt Altro, CFA & Brett Feland

We recommend focusing on stocks with quality characteristics and would add more duration to government bond exposure.

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