Insights

What Diversity Means for Your Business

30/09/2022 Employee diversity is more than a moral obligation — it’s also a valuable resource.   The bottom line Let’s look at why diversity overall is beneficial to the bottom line. As with any system, a wide variety of skills … What...

Weekly Headings

30/09/2022 Key Takeaways Three consecutive negative quarters for bonds & equities Good news becoming bad news for a more hawkish Fed Anticipating a mild, not severe, recession A September to remember? More like one we’d like to forget! After the...

Winter is coming, but greener pastures lie beyond

“It isn’t what we say or think that defines us, but what we do” — Jane Austen, Sense and Sensibility The summer months are typically characterised by limited news, thin trading volumes and illiquid conditions which can serve to accentuate …...

Investment Strategy Quarterly – July 2022

Deciphering the Market’s Difficult Message   Letter from the Chief Investment Officer – page 2 China’s Economy Reopens, but outlook unclear – page 17 Fed Air Prepare for Landing – page 4 Q&A: The Path Forward for...

Protect your privacy on social media: How much is too much?

Follow these tips for protecting your privacy on social media. In 2020, there were 3.96 billion active users on social media and the number keeps growing. Whether it’s to find a place to eat, stay in touch with friends or … Protect your...

The Power of Yes

Julie Singer’s openness to new experiences has coloured her life with adventure. “Trying things in this beautiful, strange world is the only way to find your path.” In those few words, Julie Singer, AAMS®, CFP®, effortlessly summed up her mantra...

Weekly Headings

Key Takeaways Yield curve reveals the bond market’s economic outlook Yield curve inversions often project an eventual recession Inversion doesn’t immediately end the bull market Happy April Fools’ Day! The first quarter of this year was no joking...

Weekly Headings

Key Takeaways The economy can absorb the Fed’s interest rate hike Buybacks are on the rise given current valuations Ukraine expresses willingness to claim neutrality This Sunday, March 20, is the first official day of the spring season! And while...

Encouraging diversity of thought

Aspire Spring 2022 Wary of decisions made based on a single perspective, Helena Bakunowicz created a wealth management practice that strives to include varied points of view. In choosing to study politics, Helena Bakunowicz opted for a university...

Weekly Headings

Key Takeaways Food prices may rise if conflict lingers into planting season Russian economy dependent upon natural gas exports Russian oil ban will not cause a repeat of the 1970s Are we in the midst of a commodity super-cycle? That … Weekly...

Citizen of the World

By Chris Bailey, European Strategist, Raymond James UK     “I am a citizen of the world, and also a citizen of Ukraine” — Victor Pinchuk Events in Eastern Europe over the last week have correctly dominated TV, radio, newspaper and …...

The importance of discussing inheritance with your heirs

As you finalise estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs. You’ve achieved a level of financial success that allows you to share your wealth with...

Weekly Headings

Key Takeaways A diplomatic resolution remains our base case Higher oil prices would impact the global economy Energy prices could force the Fed to be more aggressive A picture is worth a thousand words. And the satellite images and social …...

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had …...

Weekly Heading

Key Takeaways Easing supply chains could allow for a more patient Fed Omicron doesn’t stop economy from adding jobs Higher gas prices a downside risk to our economic outlook Punxsutawney Phil—the most famous groundhog—saw his shadow! So for those of...
Scroll to Top