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.
After a correction in Chinese markets, we see a long-term story of economic transition that should support equity investment across multiple sectors.
The Federal Reserve’s June meeting opened the door to asset purchase tapering and interest rate hikes, but we see a long journey ahead.
Rather than focusing on any one policy item, it’s important for investors to have a plan in place that they can stick with in the long run.
Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.
Learn about the ESG trends for 2021 in our latest issue of Insights into responsible investing newsletter.
Inflation has grabbed the attention of investors. How long will inflation stay elevated, and what’s the potential impact for financial markets?
In a time of heightened risks around higher inflation and rates, can preferred shares provide portfolio income, as well as defense, for investors?
Health care is plagued by the chronic conditions of bloated costs and gaps in access. But the intersection of health care and tech can offer a remedy.
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