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.

The omicron variant: A heavy dose of uncertainty

Dec 03, 2021 |Joseph Wu, CFA

Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.

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Investment outlook for your 2022 portfolio

Dec 02, 2021 |RBC Wealth Management

Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.

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How China’s new economic policies could impact global investment

Dec 02, 2021 |Frédérique Carrier, Jasmine Duan

Tech-sector regulation is just one of the policy shifts being driven by President Xi Jinping, as China faces demographic and productivity challenges.

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Green energy transformation: Opportunities and realities

Dec 01, 2021 |Kelly Bogdanova

The transition could represent a grand economic realignment, but investors shouldn’t lose sight of what it’s going to take to get from here to there.

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Is the U.S. corporate debt mountain something to worry about?

Dec 01, 2021 |Thomas Garretson, CFA

A historic corporate debt binge has supported the economic recovery. How should investors view the opportunities and risks for this business cycle?

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Equity investing for the next ten years

Dec 01, 2021 |Jim Allworth

As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?

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Five ways to stay healthy through the holidays

Nov 24, 2021 |Jenny Paffel

A healthy holiday season doesn't have to be a contradiction. Check out these tips for making wellness a priority through some of the most demanding months of the year.

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The cost of caregiving falls disproportionately on women

Nov 23, 2021 |RBC Wealth Management

Did you know this about money management? Caregiving causes a financial impact on families—especially women.

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Shareen Luze, Head of Culture and Field Experience - RBC Wealth Management–U.S.

Desperate times call for empathetic measures

Nov 23, 2021 |Jenny Price

In the wake of the pandemic, RBC Wealth Management names first-of-its-kind head of Culture and Field Experience to keep employees at the center.

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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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