
Recent Articles from this contributor

Why U.S. small caps may win out in a trade war
Companies with less foreign revenue exposure may be better insulated from tit-for-tat tariffs.

Getting more comfortable with trade tensions
Investors should be prepared for more trade-related volatility on markets in the weeks ahead.

How destructive are Trump tweets for corporations?
What do the New York Times, Rexnord, and Boeing all have in common? All of…

Beyond the noise, earnings are propelling U.S. markets higher
The final stages of a bull market are often the most rewarding, fuelled by a combination of earnings growth and an upward bias in valuation with the latter typically providing the outsized returns of the final years