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.

Will higher oil prices hinder central banks’ inflation progress?

Oct 05, 2023 |Frédérique Carrier

We explore the reasons for the price surge and how to position portfolios.

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Global Insight Monthly

Has the era of zero and negative interest rates ended?

Oct 03, 2023 |Thomas Garretson, CFA

As global interest rates reach levels not seen in more than a decade, we explore what may be in store for the future of monetary policy.

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Photographer with long lens

Long bonds for the long-term investor

Sep 28, 2023 |Atul Bhatia, CFA

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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Lindsay Strickland and Tylar Lunke

Audio commentary: The season is changing, what’s changing with the equity market?

Sep 22, 2023 |Lindsay Strickland and Tylar Lunke

Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.

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Federal Reserve

Is an economic soft landing on the schedule?

Sep 22, 2023 |Thomas Garretson, CFA

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

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Shanghai solar panels

Recharging the energy transition?

Sep 21, 2023 |Frédérique Carrier

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

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Housing construction in China

Can China reboot its economy?

Sep 14, 2023 |Kelly Bogdanova

With China stuck in a morass of low economic growth, we look at how the country is attempting a course correction and how to position global equity portfolios.

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In the garden of forking paths

Do investors have an alternative to TINA?

Sep 08, 2023 |Kelly Bogdanova

Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

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Global Insight Monthly

The income is back in fixed income

Sep 07, 2023 |Mikhial Pasic, CFA & Joseph Wu, CFA

With bond yields near or above the return targets in many wealth plans, we think fixed income should play a bigger role in portfolios.

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BRICS 2023 meeting flag

BRICS: What's all the fuss about?

Aug 31, 2023 |Kelly Bogdanova

As the loose association of developing nations prepares to welcome new members, we look at how emerging relationships could shape the future.

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