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.
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
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
Investing in real estate used to be only possible for super-wealthy investors or institutions. That is, until Real Estate Investment Trusts, or REITs, were created.
The price-to-earnings ratio or P/E ratio is a tool for assessing a company’s valuation. This straightforward, quantifiable metric allows you to compare companies operating across
Trading stocks involves more than just securing the best price. Investors also try to control the timing and the number of shares traded through different
Personal finance expert Dave Ramsey’s recent suggestion that retirees should be able to withdraw 8% of their portfolios in their first year of retirement, adjusted