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.

The credit market’s message: Recession fears may be overblown

Sep 16, 2019 |Thomas Garretson, CFA

Credit markets continue to signal that there are few recession risks on the horizon, but that may be because central banks are back with a vengeance.

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For high-net-worth investors in America, planning is key to confidence in financial goals

Sep 12, 2019 |The Economist Intelligence Unit

Ensuring long-term financial well-being in the face of economic uncertainty.

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The Millennial wealth plan: Four keys to your future

Sep 12, 2019 |RBC Wealth Management

Millennial investors in the U.S. say growing their wealth is a top priority. Here are four tips for getting started with a wealth plan.

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Global Insight Weekly

Economic and corporate earnings prospects are the matters that matter

Sep 09, 2019 |Kelly Bogdanova

It’s not the political sideshows that ultimately drive markets, but rather economic and earnings prospects. We see some caution signs on both fronts.

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Is the trade war the prelude to the main event?

Aug 30, 2019 |Kelly Bogdanova

The trade war is the undercard to a much broader geopolitical faceoff that investors will have to get used to dealing with.

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Can we talk ourselves into a recession?

Aug 26, 2019 |Thomas Garretson, CFA

Recent yield curve inversions have sparked recession fears. Now the fear is that fear itself will spark a recession.

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Market volatility: It’s a mad, mad world

Aug 19, 2019 |Kelly Bogdanova

Equities are stuck in the spin cycle. We’re cautiously constructive on the U.S. market, but our appetite outside of North America is diminishing.

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Global Insight Weekly

Brexit uncertainty and political upheaval: What's next?

Aug 13, 2019 |Frédérique Carrier

The long and difficult road to Brexit continues. We look at the political upheaval and what it means for the UK’s outlook and investment strategy.

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After the fireworks: Muted outlook for corporate earnings growth

Aug 13, 2019 |Kelly Bogdanova

We expect lackluster corporate results in the second half of 2019, but believe the market can work through earnings doldrums.

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Interest rates: the fast and furious Fed?

Aug 13, 2019 |Tom Garretson, CFA

Central banks appear willing to cut rates to sustain growth, and we look at the potential impact on equities and fixed income investments.

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