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.
Living on Savings: three scenarios, one conclusion Stock markets worldwide continued to advance during the second quarter: the US market moved up another 4% or
Stock markets at historical valuations Overall stock market indices keep marching on after a wonderful year in 2013 and delivered roughly a 5% increase for
What a year! Sometimes luck helps… WHAT A YEAR! Dividends included, the US market went up 32%, the euro index went up 22.5% and the
Long live Adam Smith First things first: let’s take a long-term view of the stock market represented by the S&P 500 in this case. (We
Volatility: a long time friend Looking at financial markets over the first 6 months of the year, so far, we can definitely call 2013 the
What is an investment? … A refresher course. The first quarter of 2013 was fairly spectacular for the U.S. (up 11%), Switzerland (up 10%) and
Wisdom from legendary investors The year 2012 was a good year for everybody and an exceptional one for Germany (up 31.4% in USD terms). The
Responsible investing, and more specifically, environmental investing, is becoming increasingly popular in Canada. This has contributed to the recent growth in ESG investing, which stands
In 1975, the “pet rock” was all the rage. Marketed as live pets, everyone wanted to have their very one pet rock, which retailed for
Should we eliminate fixed-income securities from our portfolios?
Want to double your money? Here’s how.