What a year 2019 was!
January 17, 2020
A congruence of factors led to low inflation and low interest rates, which in turn allowed for modest economic growth without imbalances.
Menu
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.
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.
Following an abysmal 4th quarter of 2018, equity markets rebounded with the biggest quarterly gain since the third quarter of 2009 and the best first
As we begin the new year, Vincent Fournier, Portfolio Manager at Claret, recommends some resolutions for stock investors in 2019. Watch this French interview on Les Affaires Watch the 2018 resolution
As 2019 starts, the market continues its gyrations that began in September 2018. Volatility has indeed increased over the last 3 months but only relative
It is our custom to use this quarterly letter to address some questions we have heard from you regarding different topics that are currently in
Having a good credit rating or credit score is essential for planning many of life’s big milestones, like buying your first home, getting a loan
Clearly, there are some hard choices ahead for bond investors.
Our popular stories of 2021, as measured by total unique pageviews, according to you.
Preferred shares are securities that generate fixed income at attractive, tax-friendly rates, which can be shaped to take advantage of the interest-rate environment. How do