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.

Is the trade war the prelude to the main event?

Aug 30, 2019 |Kelly Bogdanova

The trade war is the undercard to a much broader geopolitical faceoff that investors will have to get used to dealing with.

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Can we talk ourselves into a recession?

Aug 26, 2019 |Thomas Garretson, CFA

Recent yield curve inversions have sparked recession fears. Now the fear is that fear itself will spark a recession.

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Market volatility: It’s a mad, mad world

Aug 19, 2019 |Kelly Bogdanova

Equities are stuck in the spin cycle. We’re cautiously constructive on the U.S. market, but our appetite outside of North America is diminishing.

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Global Insight Weekly

Brexit uncertainty and political upheaval: What's next?

Aug 13, 2019 |Frédérique Carrier

The long and difficult road to Brexit continues. We look at the political upheaval and what it means for the UK’s outlook and investment strategy.

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After the fireworks: Muted outlook for corporate earnings growth

Aug 13, 2019 |Kelly Bogdanova

We expect lackluster corporate results in the second half of 2019, but believe the market can work through earnings doldrums.

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American flag with trend chart

Interest rates: the fast and furious Fed?

Aug 13, 2019 |Tom Garretson, CFA

Central banks appear willing to cut rates to sustain growth, and we look at the potential impact on equities and fixed income investments.

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Stocks and bonds both rally: Satisfying investors’ sweet tooth

Aug 13, 2019 |Laura Cooper

Investors have felt the rush of a sugar high in 2019 with positive returns in stocks and bonds. But they should position for when the sugar rush ends.

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Cashier counting cash

Can monetary policy extend the global economic cycle?

Aug 13, 2019 |Laura Cooper

As investors temper their optimism with caution, we look at monetary policy and what central banks could do to prolong the economic expansion.

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Global Insight Weekly

The Fed cuts rates—only to raise uncertainty

Aug 13, 2019 |Thomas Garretson, CFA

The Fed delivered the rate cut that was long awaited, but it may not have been enough and raises risks the Fed could fall behind the economic curve.

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Financial markets face a certain amount of uncertainty

Aug 13, 2019 |Frédérique Carrier

The escalation in trade tensions shattered financial markets’ summer of calm. We suggest investors buckle up and focus on the fundamentals.

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