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.

Analysis (10)

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

Nov 30, 2023 |Joseph Wu, CFA

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

Read more

Frédérique Carrier and Kent McClanahan

Audio commentary – Worlds Apart: The chip industry's reshoring revolution

Nov 29, 2023 |Frédérique Carrier and Kent McClanahan, CFA

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

Read more

Big Ben

UK: Stagflation nation?

Nov 16, 2023 |Frédérique Carrier

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

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