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.

Recession or not, perspective is called for

Jun 30, 2023 |The Global Portfolio Advisory Committee

Our Midyear Outlook argues for patience while financial markets work through persistent challenges.

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Kelly Bogdanova and Kent McClanahan

Worlds Apart: Risks and opportunities as deglobalization looms

Jun 28, 2023 |Kelly Bogdanova and Kent McClanahan

Kelly and Kent discuss the important trend away from globalization and its ramifications for investors, economies, and financial markets.

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Global Insight Midyear Outlook - man on phone with computer

Rallies, recessions, and realistic thinking

Jun 27, 2023 |Jim Allworth

The S&P 500’s surge over the past nine months doesn’t feel to us like the start of a new bull market, but rather like the last leg of the current rally.

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Homes for sale in Glasgow

UK and Europe equities: Beyond the headlines

Jun 22, 2023 |Frédérique Carrier

Despite an overall muted outlook for the region, we see interesting opportunities in a range of sectors.

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Hawk flying in front of blurred skyscraper

The Fed shifts into wait-and-see mode

Jun 15, 2023 |Thomas Garretson, CFA

The Fed wants time to assess more data, but what might that look like by the next decision? We unpack the Fed’s thinking and what it means for investors.

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Aluminum bars

Mission critical: Securing supply of critical minerals

Jun 14, 2023 |Frédérique Carrier

Critical minerals are the building blocks of most modern technologies. We explore the drive for resilient supply chains and weigh the portfolio implications.

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Reading the newspaper

Reading between the lines of the stock market rally

Jun 08, 2023 |Kelly Bogdanova

The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?

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Three steps business owners can take to protect their assets

Jun 06, 2023 |RBC Wealth Management

Owning a business can put not only your company's finances at risk, but your personal finances as well.

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Global insight - chess pieces on chess board.

Worlds apart: Risks and opportunities as deglobalization looms

Jun 05, 2023 |Kelly Bogdanova

With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.

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