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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 Fed’s “insurance” cuts look set to pay off

Dec 13, 2019 |Thomas Garretson, CFA

The Fed thinks its rate cuts will reduce economic uncertainty and a phase one trade deal appears at hand. Will either shift the investing landscape?

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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.

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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.

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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.

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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?

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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.

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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.

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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.

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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.

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U.S. equity rally: Is this the start of something bigger?

Nov 08, 2019 |Kelly Bogdanova

Is this a fleeting acceleration, or do equities have the right stuff to see them through any potential choppiness and facilitate a further advance?

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