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.

Global insight weekly

How are supply chain issues impacting equity markets?

Oct 15, 2021 |Kelly Bogdanova

Supply chain problems are a source of concern and underpin inflation pressures. We examine root causes, and discuss the impact on the equity market.

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Are energy prices more important than the U.S. debt ceiling?

Oct 08, 2021 |Thomas Garretson, CFA

While the U.S. debt ceiling gets headlines, we examine the key issues for investors in global energy markets and central banks’ inflation policies.

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ESG investing can help bridge the generation gap during wealth transfer

Oct 06, 2021 |RBC Wealth Management

ESG can essentially be used as a launchpad for discussing how family wealth can have real impact on the pressing global issues of our time.

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Have you considered annuities for your retirement plan?

Oct 06, 2021 |RBC Wealth Management

As a part of your overall plan, annuities can play an important role in helping you accomplish your financial goals and plan for a secure retirement.

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How to protect yourself from digital deception

Oct 05, 2021 |RBC Wealth Management

Our top tips for protecting your wealth from digital deception.

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How are Smart Cities meeting the challenges of urbanization in the 21st century?

Oct 04, 2021 |Frédérique Carrier

As environmental pressures and infrastructure needs mount, high-tech solutions can enable urban sustainability and foster growth.

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Put the U.S. stock market pullback in perspective

Oct 01, 2021 |Kelly Bogdanova

It’s not a surprise the market has cooled. While there may be more volatility due to many headwinds, we think the bull market can ultimately regroup.

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What are the real risks from Evergrande’s credit woes?

Sep 24, 2021 |Atul Bhatia, CFA

We don’t see the potential default of China’s largest property firm as the onset of a systemic event. We look at the likely impact for investors.

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Mergers and acquisitions: What’s your business growth strategy?

Sep 24, 2021 |RBC Wealth Management

Determining whether to pursue growth through an acquisition or merger depends on your goals, risk tolerance, and the financial implications.

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How will the German election affect European markets?

Sep 17, 2021 |Frédérique Carrier

The outcome of Germany’s election could influence EU fiscal integration and economic regulations. We look at potential implications for investors.

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