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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)

What the U.S. election means for Europe and the UK

Oct 23, 2020 |Frédérique Carrier

The outcome will impact U.S. trade, foreign, and regulatory policies. We look at the repercussions for the EU and UK as well as portfolio strategy.

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Inflation fears may be inflated

Oct 16, 2020 |Thomas Garretson, CFA

Despite risks and concerns of inflation being top of mind for fixed income investors, we explain why we believe inflation should not be a near- or intermediate-term problem for them.

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Audio Commentary: Pre-election market perspectives

Oct 14, 2020 |Janet Engels & Kelly Bogdanova

RBC Wealth Management’s Portfolio Advisory Group discussed the presidential election’s impact on the economy, capital markets, and your investments.

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The U.S. fiscal stimulus uncertainty and the outlook for economic growth

Oct 08, 2020 |Frédérique Carrier

Even as another much-needed round of fiscal stimulus in the U.S. twists in the wind, growth does appear to have a clearer path forward.

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Cropped photo of man in suit reading newspaper in hotel

How the U.S. election results could impact fixed income strategies

Oct 05, 2020 |Thomas Garretson, CFA

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets.

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What happens to the stock market if there’s an unclear outcome on Election Day?

Oct 02, 2020 |Kelly Bogdanova

We all know the market hates uncertainty. What are the market implications if November 3 comes and goes and we don’t know who the next president is?

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New normal, new opportunities Secular trends in the post-COVID-19 world

Video commentary: New normal, new opportunities - Secular trends in the post-COVID-19 world

Sep 29, 2020 |RBC Wealth Management

A discussion of prominent themes in a post-COVID-19 world and their investment implications, with insights into how to navigate the road ahead.

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How could the UK’s Brexit strategy affect investments?

Sep 25, 2020 |Frédérique Carrier

The UK risks a no-deal exit from the EU, and the path to a trade agreement with the U.S. is unclear. How should investors position for the future?

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Will the Fed's shifting inflation strategy impact the interest rate outlook?

Sep 18, 2020 |Thomas Garretson, CFA

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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5G communications networks: Enabling next-generation technology

Sep 15, 2020 |Dan Smith, CFA

The 5G rollout should lead to a meaningful increase in communications equipment sales growth and more widespread adoption of cutting-edge technology.

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