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.

Tengwang pavilion Asia skyline

Global Insight 2025 Midyear Outlook: Asia

Jun 18, 2025 |Jasmine Duan, Nicholas Gwee, CFA and Shawn Sim

We continue to be constructive on China and Japan equities, notwithstanding lingering trade risks with the U.S. In fixed income corporates, we prefer higher-quality credits.

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Toronto Skyline Canada

Global Insight 2025 Midyear Outlook: Canada

Jun 18, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

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Business people walking on world map

A world of opportunities?

Jun 18, 2025 |Alan Robinson

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

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Bride and Groom holding hands

Fund your child’s destination wedding without derailing your retirement plans

Jun 09, 2025 |RBC Wealth Management

Luxury destination weddings can create lasting memories, but they also present unique planning challenges, especially when it comes to finances.

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Woman looking at documents

Business exit planning: Overcoming emotional and financial roadblocks

Jun 09, 2025 |Rick Sweeney

What keeps business owners from preparing to let go of their businesses?

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Female athlete on a soccer field

Report explores opportunities for investors in women’s sports

Jun 06, 2025 |RBC Wealth Management

Professional women’s sports are thriving. A new study reveals this sector's long-term potential for sustainable growth, ROI and making a positive impact.

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notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

May 31, 2025 |Frédérique Carrier

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

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Two graduates embracing

Managing multiples: College financing strategies for more than one child

May 08, 2025 |RBC Wealth Management

If you don't qualify for financial aid or needs-based grants, here are some strategies for navigating the multi-kid college crunch.

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Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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