Following up on the May presentations
July 12, 2018
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
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,
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
Since the dawn of civilization, humans have needed to exchange goods and services. This gave rise to the barter system which, although simple and direct,
Warren Buffett once famously said that, for most investors, the best investment strategy is to own an S&P 500 index fund. But what did he
Remember when General Electric was the largest public company by market capitalization in the United States? Its downfall–caused by poor management, the 2008 financial crisis