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.

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What does the risk of no-deal Brexit mean for investors?

Sep 04, 2019 |Frédérique Carrier

As the UK plunges into the unknown, investors need to be nimble as the reality of Brexit evolves.

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A new phase for equities—and investment strategy

Sep 04, 2019 |Jim Allworth and Kelly Bogdanova

The activation of a key recessionary tripwire portends a new phase for equities; investors may need to get more defensive in coming months.

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Is the trade war the prelude to the main event?

Aug 30, 2019 |Kelly Bogdanova

The trade war is the undercard to a much broader geopolitical faceoff that investors will have to get used to dealing with.

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Can we talk ourselves into a recession?

Aug 26, 2019 |Thomas Garretson, CFA

Recent yield curve inversions have sparked recession fears. Now the fear is that fear itself will spark a recession.

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Market volatility: It’s a mad, mad world

Aug 19, 2019 |Kelly Bogdanova

Equities are stuck in the spin cycle. We’re cautiously constructive on the U.S. market, but our appetite outside of North America is diminishing.

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Global Insight Weekly

Brexit uncertainty and political upheaval: What's next?

Aug 13, 2019 |Frédérique Carrier

The long and difficult road to Brexit continues. We look at the political upheaval and what it means for the UK’s outlook and investment strategy.

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After the fireworks: Muted outlook for corporate earnings growth

Aug 13, 2019 |Kelly Bogdanova

We expect lackluster corporate results in the second half of 2019, but believe the market can work through earnings doldrums.

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Interest rates: the fast and furious Fed?

Aug 13, 2019 |Tom Garretson, CFA

Central banks appear willing to cut rates to sustain growth, and we look at the potential impact on equities and fixed income investments.

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Stocks and bonds both rally: Satisfying investors’ sweet tooth

Aug 13, 2019 |Laura Cooper

Investors have felt the rush of a sugar high in 2019 with positive returns in stocks and bonds. But they should position for when the sugar rush ends.

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Can monetary policy extend the global economic cycle?

Aug 13, 2019 |Laura Cooper

As investors temper their optimism with caution, we look at monetary policy and what central banks could do to prolong the economic expansion.

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