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.

Washington, D.C.

U.S. debt not so concerning

Oct 27, 2022 |Atul Bhatia, CFA

Rising interest rates and trillions in U.S. government debt have left some investors nervous. We look at the implications of U.S. rates and debt.

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Businessman looking out office window

Are earnings the next shoe to drop for the stock market?

Oct 20, 2022 |Kelly Bogdanova

As market uncertainty zeros in on the U.S. corporate profit outlook, we look at the 2023 earnings picture and implications for U.S. equity exposure.

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The Fed’s inflation fight pushes back on a policy pivot

Oct 13, 2022 |Atul Bhatia, CFA

The Fed will keep at it until it has inflation undeniably under control. But we think Fed messaging is evolving, and we look at what to make of this.

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Dry river bed

Receding liquidity exposes risks

Oct 06, 2022 |Frédérique Carrier

The receding tide of monetary liquidity is exposing long glossed over financial vulnerabilities and systemic risks. In this environment, we expect financial markets’ volatility to continue.

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headshots of Kelly Bogdanova and Tylar Lunke

Audio commentary: The election effect

Oct 06, 2022 |Kelly Bogdanova & Tylar Lunke

Kelly Bogdanova and Tylar Lunke discuss whether the U.S. midterm elections will be a pivot point for equities.

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Cars parked under solar panels. (Global Insight)

How solar can brighten investment portfolios

Oct 04, 2022 |Frédérique Carrier

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.

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