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.

rear view of paddles in canoe going down river

Low rates and easy central bank policy: A solution turning into a problem?

Nov 25, 2019 |Thomas Garretson, CFA, Mikhial Pasic, CFA

As central banks turn to the well-worn easy money policy playbook, we ponder the limits to these policies and whether they may cause future problems.

Read more

industrial robotic arms with empty conveyor belt

A new industrial revolution

Nov 25, 2019 |Frédérique Carrier

As next-gen breakthroughs disrupt the industrial status quo in the coming years, investors should zoom out and look at things through a long-term lens.

Read more

Global Insight Weekly - eyeglasses on table

Fixed income strategy: Vision will be anything but 20/20 in 2020

Nov 22, 2019 |Thomas Garretson, CFA

2019’s robust portfolio performance is unlikely to be repeated in 2020. We look at fixed income portfolio positioning amid a blurry outlook for 2020.

Read more

businesswoman in grey suit looking concerned at computer screen

Adapting investment strategy to the negative yield environment

Nov 22, 2019 |RBC Wealth Management

The world’s cache of government bonds trading at negative yields has soared. How did this come about and how will it distort financial markets?

Read more

colleagues meeting around table in modern boardroom

Investment outlook for your 2020 portfolio

Nov 20, 2019 |RBC Wealth Management

Our constructive view on financial markets runs parallel to a continued need for vigilance.

Read more

blurry view of pedestrians crossing street in toronto

The global equity playbook as the economic cycle ages

Nov 20, 2019 |Frédérique Carrier, Kelly Bogdanova, Jim Allworth

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade.

Read more

businesswoman using cell phone on sofa

Young high-net-worth investors' mindset and technological savvy spurs global investing

Nov 19, 2019 |The Economist: Intelligence Unit

The next generation to expand scope in an effort to diversify.

Read more

rear view of multi generation family holding hands in park

Family wealth: How to engage the next generation

Nov 19, 2019 |RBC Wealth Management

Taking the time to prepare the next generation can help ensure they have a concrete understanding of the values underpinning your family wealth goals.

Read more

multi generation african hispanic family at home laughing in page

How to pay for long-term care in a health crisis

Nov 15, 2019 |RBC Wealth Management

It may be essential to plan for unexpected health crisis's in order to protect the assets of parents and their adult children.

Read more

Can the UK general election break the Brexit impasse?

Nov 15, 2019 |Frédérique Carrier

While there is light at the end of the long Brexit tunnel, there are various outcomes from the UK general election for global investors to consider.

Read more

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields