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.
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
During the month of May, Claret made seven presentations where several of you were present. We would like to thank you for your support and
So, you’ve successfully built your business and amassed significant wealth within your holding company. Now you are nearing retirement and the question arises: How can
One of the major changes of retirement is transitioning from salary to retirement income (retirement portfolio) to meet financial needs. There is no one-size-fits-all solution
Economies evolve over time, across various stages of a business cycle. To assess the health and direction of a country’s economy, policymakers, economists and investors
The Registered Retirement Savings Plan (RRSP) is a powerful tool for Canadians to save for their retirement. However, there is an upper age limit tied