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.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.
Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.
Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.
As companies strive toward net zero, responsible investing opportunities continue to increase.
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.
With so many transactions taking place, the holiday season is prime time for criminals.
No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.
National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.
As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.
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