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.
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
Retiring in a down market can feel unsettling. After years of carefully saving, it’s natural to feel anxious when your portfolio dips just as you’re
Planning your estate can feel daunting, but it doesn’t have to be. While some may see it as unnecessary, effective estate planning ensures that your
Have you ever wondered about the history of money? Since the dawn of civilization, humans have needed to exchange goods and services. This gave rise
We all know diversification is a good thing, but is the S&P 500 all you need in your portfolio? After all, Warren Buffett once famously