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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)

Do trade deals erase concerns for economies and markets?

Jan 24, 2020 |Frédérique Carrier

The shifting trade winds have not blown away uncertainty, and we look at how this all shapes the investment landscape.

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Is the Fed behind the recent rally in U.S. stocks and corporate bonds?

Jan 21, 2020 |Thomas Garretson, CFA

The record run for stocks has coincided with the expansion of the Fed’s balance sheet. Are risk asset rallies being fueled by the Fed or fundamentals?

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Equities and the U.S.-Iran conflict

Jan 10, 2020 |Kelly Bogdanova

We look at why it’s not too surprising markets were not overly rattled by the U.S.-Iran saber-rattling, and why we’re still constructive on equities.

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Buying power: Will the U.S. consumer drive economic growth in 2020?

Jan 08, 2020 |RBC Wealth Management

RBC Capital Markets’ chief U.S. economist Tom Porcelli sees the longest-ever economic expansion continuing, underpinned by a healthy U.S. consumer.

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What should equity investors look for in 2020?

Dec 20, 2019 |Kelly Bogdanova

We like the set-up for U.S. equities, but there’s plenty for investors to think about, and it’s prudent to be tuned in to the challenges in 2020.

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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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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.

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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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