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.

Summer events shaping the outlook for the UK and Europe

Aug 11, 2022 |Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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As earnings go, so goes the market

Aug 05, 2022 |Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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How might markets handle rising geopolitical heat?

Aug 04, 2022 |Kelly Bogdanova

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

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Man looking out window into fog

Is Fed policy entering a new phase?

Jul 28, 2022 |Thomas Garretson, CFA

Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.

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Skyscrapers from street level

Not your average earnings season

Jul 21, 2022 |Kelly Bogdanova

Investors will need to look deeper at earnings results for possible clues about the path forward.

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How inflation and recession worries muddy the investment outlook

Jul 14, 2022 |Kelly Bogdanova

We take stock of these stubborn challenges, and look at whether a retrenchment in corporate earnings may be the next shoe to drop.

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Young woman reviewing portfolio on laptop

How are recession risks impacting equities?

Jul 08, 2022 |Kelly Bogdanova

We look at how rising recession risks are affecting equity markets, and discuss why there’s no “one-size-fits-all” market response to recessions.

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Does slowing growth have a silver lining for fixed income investors?

Jun 30, 2022 |Atul Bhatia, CFA

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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Audio commentary title card

Audio commentary: The 2022 Midyear Outlook

Jun 30, 2022 |Janet Engels, Thomas Garretson, CFA, & Tylar Lunke

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

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Global Insight Mid-Year Outlook - man of man standing overlooking a mountain.

Will inflation determine the future of equities?

Jun 29, 2022 |Jim Allworth

As policymakers look to tame inflation without triggering a recession, we look for catalysts that could signal the market’s path ahead.

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