Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

What’s behind the stock market slump?

Apr 28, 2022 |Kelly Bogdanova

With stock markets in another funk, we discuss the overt challenges, some other risks in the background, and what this spells for the equity outlook.

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Investing in a green recovery

Apr 28, 2022 |Kent McClanahan

Investors can easily take part in the green recovery. Innovative and sustainable technologies, like SusTech, represent an opportunity toward accelerating clean economic growth and the transition to the net-zero economy.

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Audio commentary: How to invest during a "growth scare"

Apr 22, 2022 |Kelly Bogdanova, Sean Naughton, CFA & Atul Bhatia, CFA

Inflation, geopolitics, rate hikes, and economic challenges have produced a “growth scare.” We discuss market impacts and equity investment ideas.

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Ongoing omicron: What’s next for China?

Apr 21, 2022 |Frédérique Carrier & Jasmine Duan

China’s economy has taken a hit from omicron’s spread. We look at the zero-COVID policy’s impact, and highlight implications for equity investors.

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The case for cash: How much do I really need for a healthy portfolio?

Apr 21, 2022 |RBC Wealth Management

Investors shouldn't keep the majority of their portfolios in cash. However, it can be used within your overall wealth planning strategy.

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Is the U.S. dollar losing its global appeal?

Apr 14, 2022 |Alan Robinson

We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.

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Is the market overreacting to the inverted yield curve?

Apr 14, 2022 |Atul Bhatia, CFA

We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.

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Well-being at work: What we’ve learned from the Great Resignation

Apr 13, 2022 |Shareen Luze

With pandemic stress and burnout topping the list of reasons why people left their jobs, it’s clear workers are looking for greater support.

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Did you put off your wedding during the pandemic? Don't put off the money talk

Apr 11, 2022 |Angie O'Leary

Understanding your spouse's motivation for how they want to spend, save and invest can help you better appreciate their point-of-view and work through important financial decisions.

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Is the market overreacting to the inverted yield curve?

Apr 07, 2022 |Atul Bhatia, CFA

We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.

Read more

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