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.

Taking stock of the risks facing the stock market

Sep 30, 2019 |Frédérique Carrier

Imminent threats seem to have faded somewhat but certainly have not gone into the ether. Vigilance remains the watchword for investors.

Read more

An unshocking response to the Saudi oil supply shock?

Sep 20, 2019 |Kelly Bogdanova

An escalation of military tensions in the Middle East would likely grab the market’s attention. We assess how geopolitical risks could impact portfolios

Read more

The credit market’s message: Recession fears may be overblown

Sep 16, 2019 |Thomas Garretson, CFA

Credit markets continue to signal that there are few recession risks on the horizon, but that may be because central banks are back with a vengeance.

Read more

Global Insight Weekly

Economic and corporate earnings prospects are the matters that matter

Sep 09, 2019 |Kelly Bogdanova

It’s not the political sideshows that ultimately drive markets, but rather economic and earnings prospects. We see some caution signs on both fronts.

Read more

hourglass in page

What does the risk of no-deal Brexit mean for investors?

Sep 04, 2019 |Frédérique Carrier

As the UK plunges into the unknown, investors need to be nimble as the reality of Brexit evolves.

Read more

heavy transport truck traffic on the interstate highway in page

A new phase for equities—and investment strategy

Sep 04, 2019 |Jim Allworth and Kelly Bogdanova

The activation of a key recessionary tripwire portends a new phase for equities; investors may need to get more defensive in coming months.

Read more

Let's start the conversation

I would love to discuss your financial goals and how I can be of service to you. Please fill out the form below.

*Required fields

Categories