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.

Two Coworkers talking

U.S. debt: Changing facts, updating views

Jun 18, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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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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Red, yellow, green

U.S. Recession Scorecard: Slow going

Jun 13, 2025 |Jim Allworth

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

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Senior father adult son talking in living room

A new era of wealth transfer: Five key takeaways for securing your family legacy

Jun 11, 2025 |RBC Wealth Management

Insights into giving and inheriting wealth across generations.

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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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U.S. Capitol dome

“Big and beautiful” or not?

Jun 06, 2025 |Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

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