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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)

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The resilient Health Care sector in an election year

Jul 06, 2020 |Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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New black car going around a curve

Will COVID-19 force the auto sector into a U-turn?

Jul 06, 2020 |Jim Allworth

It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?

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How Europe is rising to the COVID-19 economic challenges

Jun 25, 2020 |Frédérique Carrier

Three recent positive developments could prove to be a game changer for the continent, leading us to be more bullish on European equities.

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What’s driving volatility in the U.S. equity market?

Jun 18, 2020 |Frédérique Carrier

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

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Where to find opportunities in a zero interest rate world

Jun 12, 2020 |Thomas Garretson, CFA

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

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Taking stock, Part 5: The anatomy of a recovery

Jun 09, 2020 |Ben Graham, CFA

The 2020 bear market and recovery differ from previous recessions in time compression on the downside and an above-average pace on the upside.

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Why are U.S. equities rallying while Main Street struggles?

Jun 05, 2020 |Kelly Bogdanova

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

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The road to recovery for the U.S. Economy

Audio commentary: The road to recovery for the U.S. economy

Jun 03, 2020 |RBC Wealth Management

Tom Porcelli, a Managing Director and Chief U.S. Economist at RBC Capital Markets, joins Janet Engels, Head of the Portfolio Advisory Group – U.S., to discuss the post-COVID-19 U.S. economic recovery.

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Taking stock, Part 4: Contrarian indicators

Jun 02, 2020 |Ben Graham, CFA

While the immediate future remains unclear, contrarian indicators can keep investors grounded in the belief the economic foundation will improve.

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How Fed policy is creating opportunities in high-yield bonds

May 29, 2020 |Thomas Garretson, CFA

The Fed is dusting off an obscure tool in an effort to keep Treasury yields low. We explore our shift to a positive outlook on high-yield bonds.

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