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.

What will policy normalisation look like for global central banks?

Nov 19, 2021 |Frédérique Carrier

The synchronised, extraordinarily accommodative response of global central banks since the pandemic struck is giving way to different policy paths.

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Why is the U.S. equity market largely unfazed by high inflation?

Nov 12, 2021 |Kelly Bogdanova

Inflation continues to rise and the U.S. equity market is mostly indifferent. We lay out factors that could make inflation a problem for the market.

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How will Fed tapering affect market dynamics?

Nov 05, 2021 |Thomas Garretson, CFA

The long-anticipated taper announcement came. But there are a lot of moving parts to the Fed’s outlook and we address three burning questions.

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urban-skyline-carbon-emissions-in-page

Putting a price on carbon emissions

Nov 02, 2021 |Frédérique Carrier

More countries are making the pricing of carbon emissions mandatory, via cap-and-trade rules or a tax. How should investors view this new expense?

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