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.

Laptop keyboard with technology symbols

AI through an ESG lens

Dec 04, 2024 |RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

Read more

Royal Exchange and Bank of London

Global Insight 2025 Outlook: United Kingdom

Dec 02, 2024 |Frédérique Carrier, Rufaro Chiriseri, CFA & Thomas McGarrity, CFA

Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.

Read more

Old Bourse exchange

Global Insight 2025 Outlook: Europe

Dec 02, 2024 |Frédérique Carrier, Rufaro Chiriseri, CFA & Thomas McGarrity, CFA

Trade and internal tensions are likely to play key roles in 2025, as potential tariffs and political disruptions cloud the picture.

Read more

Tengwang Pavilion Nanchang China

Global Insight 2025 Outlook: Asia Pacific

Dec 02, 2024 |Jasmine Duan, Nicholas Gwee, CFA, Kennard Ling & Shawn Sim

Asia’s equity outlook will likely depend on U.S. tariffs, China’s stimulus and Japan’s structural changes. Stable fundamentals support cautious optimism for investment-grade bonds.

Read more

Toronto Canada waterfront

Global Insight 2025 Outlook: Canada

Dec 02, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

Read more

Global Insight Outlook - lighthouse

Market overview: Equity balancing act

Dec 02, 2024 |Jim Allworth

In 2025, global equity markets may be able to add to the remarkable gains of the past two years. That will require economic and earnings pictures that don’t falter.

Read more

Engineer in car factory

The “Unstoppables”

Dec 02, 2024 |Frédérique Carrier and Jim Allworth

Four powerful trends involving game-changing innovations and demographic changes are set to play out in the global economy over the coming decades. We believe they can provide an attractive way to plug investment portfolios into the future.

Read more

Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Nov 29, 2024 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

Read more

The White House

Pondering a U.S. policy potpourri

Nov 22, 2024 |Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Read more

multigenerational family meal

Four ways to pass down your family home to your children

Nov 18, 2024 |RBC Wealth Management

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields