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.

Does slowing growth have a silver lining for fixed income investors?

Jun 30, 2022 |Atul Bhatia, CFA

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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Audio commentary: The 2022 Midyear Outlook

Jun 30, 2022 |Janet Engels, Thomas Garretson, CFA, & Tylar Lunke

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

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Global Insight Mid-Year Outlook - man of man standing overlooking a mountain.

Will inflation determine the future of equities?

Jun 29, 2022 |Jim Allworth

As policymakers look to tame inflation without triggering a recession, we look for catalysts that could signal the market’s path ahead.

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Global Insight Outlook - man looking outside office window

More inflation to bring more rate hikes ... but also rate cuts?

Jun 29, 2022 |Thomas Garretson, CFA

While rising inflation has led central banks to step on the rate hike accelerator, a shift may be on the horizon as inflation fears could soon give way to growth concerns, potentially driving central banks to tap the brakes.

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Is electric vehicle charging infrastructure driving an opportunity?

Jun 29, 2022 |Frédérique Carrier

Building out the electric vehicle (EV) charging ecosystem is key to driving widespread adoption of electric cars. We explore the growth potential of this nascent market.

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Why can’t the stock market shake off the downward pressure?

Jun 23, 2022 |Kelly Bogdanova

As volatility drags on, we look at what’s changed with the four issues weighing on equities and how it may shape the investment landscape from here.

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Do central banks have any good options to tame inflation?

Jun 17, 2022 |Thomas Garretson, CFA

As aggressive rate hikes fuel concerns about a potential economic downturn, we look at the policy options and the factors that could drive changes.

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How evolving regional economic outlooks shape the investment landscape

Jun 09, 2022 |Frédérique Carrier

As many central banks act forcefully to curb today’s challenges, we look at prospects for major economies and what to expect as this period evolves.

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technician-farmers-controlling-drone-over-fields

How food security can feed investment opportunities

Jun 06, 2022 |Frédérique Carrier

With AgriTech solutions at the forefront of bolstering food security, we examine areas with growth prospects driven by this imperative.

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An unusual economic cycle shifts gears

Jun 06, 2022 |Kelly Bogdanova

We examine the main sticking points for the U.S. and other major economies, including inflation, and what it all means for the outlook for equities.

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