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.

$2.9 billion exploitation infographic

Financial elder abuse: Safeguarding senior and vulnerable clients

Dec 09, 2022 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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Schlossbruecke bridge berlin at dawn - Global Insight 2023 Outlook Europe

Global Insight 2023 Outlook: Europe

Dec 05, 2022 |Frédérique Carrier, Rufaro Chiriseri, CFA, and Thomas McGarrity, CFA

Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.

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Vancouver downtown under snowy mountain. Global Insight 2023 outlook cover image

Global Insight 2023 Outlook: Canada

Dec 05, 2022 |Sunny Singh, CFA and Ryan Harder, CFA

The Canadian economy is likely to slip into recession in 2023, but markets are starting to look past this threat.

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Storm clouds over big ben and house of parliment

Global Insight 2023 Outlook: The United Kingdom

Dec 05, 2022 |Frédérique Carrier, Rufaro Chiriseri, CFA, and Thomas McGarrity, CFA

A turn towards austerity even as the UK economy enters a recession creates challenges for a new government.

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Global Insight 2023 Outlook - junk boat crossing Hong Kong Harbor

Global Insight 2023 Outlook Regional Focus: Asia Pacific

Dec 05, 2022 |Jasmine Duan, Nicholas Gwee, CFA & Shawn Sim

As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.

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New York skyline with statue of liberty - Global Insight Outlook 2023 Cover

Global Insight 2023 Outlook: The United States

Dec 05, 2022 |Kelly Bogdanova and Thomas Garretson, CFA

U.S. markets could change course more quickly, and in different ways, than investors might assume.

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Global Insight 2023 Outlook photo of hedgehog

Investing for 2023: We are the hedgehog

Dec 05, 2022 |Jim Allworth

One big thing—the arrival of a U.S. recession in 2023—should shape the investment landscape over the next 12–18 months. What does that mean for investors?

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Man meeting with financial advisor

Not a phantom rally in equity markets

Dec 01, 2022 |Kelly Bogdanova

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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Capitol building at sunset

Midterms and the market: Welcome back, gridlock

Nov 18, 2022 |Kelly Bogdanova

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

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Beach with dark skies

What are the investment implications of a UK recession?

Nov 17, 2022 |Frédérique Carrier

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

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