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.
The pandemic has magnified the value proposition of video streaming and could potentially accelerate the cord-cutting and cord-shaving trends.
If November sees a clean sweep for the Democrats, which sectors could emerge as the winners and losers?
The pandemic has dealt a blow to globalization from which it may not fully recover. We examine possible beneficiaries of this new normal.
We look at the prospects for China’s rebound from COVID-19 and the possible implications of the U.S. elections for investors.
COVID-19 has made homebodies out of most of us. Similarities are emerging in how we are choosing to spend this extra time at home.
We explore the impact of COVID-19 on digital payments as quarantine measures and sanitation concerns have accelerated the pre-existing secular shift.
As diagnostic testing ramps up, and clinical trials of vaccines and treatments get underway, we look at implications for Health Care investors.
As work-from-home continues to be the new norm for many people, we examine why cloud computing has become more important for companies.
The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.
Dr. MacKay updates us on the data on COVID-19 cases and how close we are to a vaccine. He answers the question: “When will we be back to normal?”
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