Pandemic Conundrum
July 10, 2020
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.
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
Looking back at 2025, the topics you were most interested in shared a common thread: a desire to understand better long-term outcomes in a market
Today’s investors have access to more products than ever. Among the most common are Mutual Funds, Exchange-Traded Funds (ETFs), and stocks. Each option can help
Saving isn’t glamorous. It means choosing to withhold spending now so you can enjoy more in the future, and let’s be honest: in your 30s,
At first glance, implementing tariffs may seem like a straightforward and beneficial policy. After all, why not impose a tax on foreign goods and generate