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.
As the delta variant spreads and U.S. inflation persists, how long can the growth cycle last?
Technology-driven solutions offer the promise of feeding a growing global population while limiting the burden on the environment.
While some fear pressures are building under the surface, we see the drivers as rather mundane and expect conditions to normalize later this year.
As China pushes on with a regulatory crackdown and battles a COVID-19 outbreak, how should investors position Asia ex-Japan equities in portfolios?
The infrastructure bill is near the finish line, while budget wrangling is on tap. As the legislation is debated, we look at the various scenarios.
Challenges are coming at the stock market from different directions, but the rally continues. We look at the great motivator for equity performance.
As the global economic transition to clean energy accelerates, is the recent price surge in critical metals the start of a long-term uptrend?
Markets weathered two key U.S. events this week. While each highlighted near-term uncertainty, it’s a reminder that what matters is the long term.
It’s normal for outside forces to knock down the market from time to time. We look at why the market is on edge and what this means for equity investors.
Treasuries have rallied despite record inflation and the Fed’s accommodative policies. We break down the factors driving the market response.
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