Marianne Bolton
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.
Despite generational differences, the obstacles donors face around giving are largely the same.
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.
Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.
Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.
Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.
Trade and internal tensions are likely to play key roles in 2025, as potential tariffs and political disruptions cloud the picture.
Asia’s equity outlook will likely depend on U.S. tariffs, China’s stimulus and Japan’s structural changes. Stable fundamentals support cautious optimism for investment-grade bonds.
Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.