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.
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
After a euphoric move to the upside that Donald Trump claims credit for, the market seems to have peaked in January and entered a corrective
The US stock market gained 17% in Canadian Dollar terms. The technology sector, driven in part by the FAANG Stocks (Facebook, Apple, Amazon, Netflix and
We have received several questions from our clients regarding the attractiveness of many alternative investments and private equity funds. Usually the sales pitch for those
US markets seem to continue to climb a wall of worry driven by events around a President who is more interested in being in the
We are sorry to report that the financial markets seem to disagree with the media assessment of President Trump’s popularity. Notwithstanding the fact that it
2016 was a year when we saw plenty of action in the financial markets, be it stocks, bonds, currencies, you name it. But above all,
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