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 fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes over the long run.
A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.
Pivotal contributions to economies can be made by underutilized parts of society. Technology can promote economic inclusion, and in doing so, boost growth.
Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.
Investors will have to adjust to different dynamics that are setting the tone for the coming year and beyond. We explore these and other key themes.
Why are longer-term Treasury yields remaining below both current and expected future inflation?
Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.
Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.
Tech-sector regulation is just one of the policy shifts being driven by President Xi Jinping, as China faces demographic and productivity challenges.
The transition could represent a grand economic realignment, but investors shouldn’t lose sight of what it’s going to take to get from here to there.
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