Bye-bye 2020!!!
January 15, 2021
As 2020 fades into history, it will not be a year that is soon forgotten.
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Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
As 2020 fades into history, it will not be a year that is soon forgotten.
As usual, there are lies, damn lies and statistics.
As the coronavirus dominates the news 24/7, most investors wonder whether markets are disconnected from the reality of what they hear and read in the mainstream media.
It only took a little virus to put an end to the “flawless decade long” bull market. Then, we realized how connected the whole world
A congruence of factors led to low inflation and low interest rates, which in turn allowed for modest economic growth without imbalances.
Although the negative interest rate environment (NIRE) is a fact of life currently in Europe and Japan, it has not come to North America for now, or should we say “yet”.
It seems to us that profitless companies seem to be back in vogue.
The GameStop stock surge is a good old game of chicken. Here’s what these short sales mean for your portfolio.
Does a stock split change a company’s fundamental value?
Epidemics can impact the returns of both U.S. and global equities over in the very short term. The long term effect is more complicated.
This rule of thumb can certainly serve as a starting point for thinking about your investments as you approach retirement.