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.
A discussion of prominent themes in a post-COVID-19 world and their investment implications, with insights into how to navigate the road ahead.
The UK risks a no-deal exit from the EU, and the path to a trade agreement with the U.S. is unclear. How should investors position for the future?
The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.
The 5G rollout should lead to a meaningful increase in communications equipment sales growth and more widespread adoption of cutting-edge technology.
Advancements in computing power and mechanical technology can lower manufacturers’ costs, and bring added quality and customization to their products.
The stock performance of resilient companies has shone through during the pandemic-induced market volatility of 2020.
Travel and leisure habits are likely to be permanently impacted by the pandemic. But some themes will persist and others may fill the leisure gap.
The health of government finances has been a collateral victim of the pandemic. We take a look at the implications of increasing fiscal deficits.
And just like that the script has flipped. Is this is a healthy correction? We unpack the market’s move and what it means for portfolio strategy.
Cybersecurity was already in focus, but COVID-19 has front-loaded years of future spending into the near term, fostering new business processes.
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