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)

Woman walking in varied terrain

An evolving market landscape

Feb 28, 2024 |Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Shibuya intersection

Shaking up corporate Japan

Feb 22, 2024 |Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Positioning for inflation shocks

Feb 15, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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Audio commentary | Investing in 2024: Your questions, our answers

Feb 15, 2024 |Tylar Lunke, Janet Engels, and Alan Robinson

Janet, Tylar, and Alan share the key questions on investors’ minds along with RBC Wealth Management’s perspectives on the forces shaping markets.

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Advisor meeting with young couple

Four strategies to prepare your portfolio for market volatility

Feb 15, 2024 |RBC Wealth Management

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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Empty office

Are banks facing a real estate reckoning?

Feb 08, 2024 |Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

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Federal Reserve building

When a Fed push results in a market shove

Feb 02, 2024 |Thomas Garretson, CFA

Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back.

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Container ship

Shipping risks underestimated?

Jan 25, 2024 |Frédérique Carrier

With the Suez and Panama Canals operating below capacity, global shipping costs are climbing. We explore the corporate highs and lows from the situation and those that may benefit and those that may lose out.

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Runners

Can small-cap equities go the distance?

Jan 18, 2024 |Kelly Bogdanova

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

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Woman pointing to a chart

Have bonds rallied too far, too fast?

Jan 11, 2024 |Thomas Garretson, CFA

Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?

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