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.

U.S. equity rally: Is this the start of something bigger?

Nov 08, 2019 |Kelly Bogdanova

Is this a fleeting acceleration, or do equities have the right stuff to see them through any potential choppiness and facilitate a further advance?

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cloudy skies loom over the presidents private balcony at white house

Impeachment and investments: Will political turbulence roil the equity market?

Nov 04, 2019 |Kelly Bogdanova

We look at the potential implications of impeachment for equities, based on past market performance and the views of institutional investors.

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The Fed puts further rate cuts on ice, how long until the thaw?

Nov 04, 2019 |Thomas Garretson, CFA

After delivering three rate cuts in three meetings, the Fed now looks set to take a wait-and-see approach as it assesses the appropriate path ahead.

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Canadian Parliament building

How Canada’s election changes the contours of the economic landscape

Oct 25, 2019 |Patrick McAllister, CFA

The Liberal Party held power but as a chastened minority government. What does this mean for Canada’s Energy and Telecom spaces, and for portfolios?

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Corporate earnings growth forecast: Tepid, but sufficient

Oct 18, 2019 |Kelly Bogdanova

Several factors are constraining corporate profits this reporting season, but modest earnings growth should keep markets advancing.

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Global Insight Weekly

Is another trade dispute coming?

Oct 15, 2019 |Frédérique Carrier

Posturing ahead of U.S.-China trade talks frayed investors’ nerves, while another trade bout could break out as the U.S.-EU tensions heat up.

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mother daughter looking at laptop

The shifting landscape of global wealth

Oct 08, 2019 |The Economist Intelligence Unit

Future-proofing prosperity in a time of upheaval.

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Equity market risks: Separate the wheat from the chaff

Oct 04, 2019 |Kelly Bogdanova

Investors need to focus on the things that matter most to equity markets and not let the political storm in Washington rain on investment strategies.

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upside down piggy bank

Investing in the weird world of negative interest rates

Oct 02, 2019 |Thomas Garretson, CFA

As central banks go deeper down the rabbit hole of negative rates, here’s how investors can navigate the upside down world of negative-yielding debt.

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Taking stock of the risks facing the stock market

Sep 30, 2019 |Frédérique Carrier

Imminent threats seem to have faded somewhat but certainly have not gone into the ether. Vigilance remains the watchword for investors.

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