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.

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The 2023 investment story: Elements of surprise

Jan 05, 2024 |Kelly Bogdanova

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

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Janet Engels and Tyler Lunke

Audio commentary – 2024 Outlook: Crosscurrents and opportunities

Jan 04, 2024 |Janet Engels and Tylar Lunke

2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.

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Skydiver

Thinking hard about a soft landing

Dec 13, 2023 |Frédérique Carrier

Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.

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U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023 |Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

Dec 04, 2023 |Jim Allworth

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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Empire State building over NY City Skyline Global Insight 2024 Outlook US

Global Insight 2024 Outlook: United States

Dec 04, 2023 |Kelly Bogdanova and Thomas Garretson, CFA

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

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European Union Flags

Global Insight 2024 Outlook: Europe

Dec 04, 2023 |Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

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Tokyo Skytree over city skyline Global Insight 2024 Outlook

Global Insight 2024 Outlook: Asia Pacific

Dec 04, 2023 |Jasmine Duan, Nicholas Gwee, CFA, Kennard Ling, and Shawn Sim

Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.

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CN Tower - Toronto Global Insights 2024 Outlook

Global Insight 2024 Outlook: Canada

Dec 04, 2023 |Sunny Singh, CFA, and Luis Castillo

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

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Rainy day at London Tower Bridge Global Insight Outlook 2024

Global Insight 2024 Outlook: United Kingdom

Nov 30, 2023 |Frédérique Carrier, Thomas McGarrity, CFA, and Rufaro Chiriseri, CFA

Stagflation risks and a likely general election suggest a volatile environment in 2024.

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