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 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.
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
Municipal bonds help finance the infrastructure and development of the city or township they are issued. In Quebec, municipal bonds can be a particularly attractive
Most people think investing is all about choosing the right stocks or bonds. In reality, a big part of investing wisely also has to do
Traditional assessments of wealth tend to measure a person’s financial capital, by tallying up assets like property, investments, and savings. However, these assessments often overlook
The allure of active trading – often glamorized through stories of substantial short-term wins – hides a less-frequently-told tale of increased risk and diminished returns.