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.
Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.
Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.
Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.
Trade and internal tensions are likely to play key roles in 2025, as potential tariffs and political disruptions cloud the picture.
Asia’s equity outlook will likely depend on U.S. tariffs, China’s stimulus and Japan’s structural changes. Stable fundamentals support cautious optimism for investment-grade bonds.
Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.
A more complex equity landscape and the potential for Fed policy shifts mean investors will need to be nimble in 2025.
In 2025, global equity markets may be able to add to the remarkable gains of the past two years. That will require economic and earnings pictures that don’t falter.
Four powerful trends involving game-changing innovations and demographic changes are set to play out in the global economy over the coming decades. We believe they can provide an attractive way to plug investment portfolios into the future.
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.
