When the economy's sluggish, help clients monitor and tweak their portfolios.
Investors should consider telecom companies and banks, and should focus on high yield.
As global interest rates stagnate, look to Canada, the U.S. and Mexico.
Consumer discretionary companies have been outperforming consumer staples.
Help clients evaluate real estate trends, and prepare for cross-border filing.
U.S. REITs’ valuations have risen, but their premiums are still reasonable.
Consumers’ confidence has returned to pre-crisis levels, but spending hasn’t.
Over the long term, mid caps tend to outperform small and large caps.
U.S. treasury yields disappointed in 2014, but there were still opportunities.
Trading Places (1983) offers a comedic perspective on commodities trading, but its main caper wouldn’t play out the same way today.