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.

Analysis (10)

Are markets playing catch-up to the Fed?

Jan 14, 2022 |Thomas Garretson, CFA

Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes over the long run.

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Audio commentary: 2022 - A year of shifting gears

Jan 13, 2022 |Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

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How can technology make growth inclusive?

Jan 10, 2022 |Frédérique Carrier

Pivotal contributions to economies can be made by underutilized parts of society. Technology can promote economic inclusion, and in doing so, boost growth.

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U.S. vs. international equities: Time for a portfolio tune-up?

Jan 07, 2022 |Kelly Bogdanova

Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.

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Investing in the post-COVID world: Where to from here

Dec 17, 2021 |Jim Allworth, Kelly Bogdanova, & Frédérique Carrier

Investors will have to adjust to different dynamics that are setting the tone for the coming year and beyond. We explore these and other key themes.

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The Fed’s got another bond market conundrum on its hands

Dec 09, 2021 |Atul Bhatia, CFA

Why are longer-term Treasury yields remaining below both current and expected future inflation?

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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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