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Managers in action: avoid obligations

Despite the low yields of North American stock indices in the first quarter, the portfolio manager Vincent Fournier from Claret argues that investors should absolutely avoid taking refuge in the bond market. The reason is simple: low interest rates in both Canada and the United States, ensure that bond yields are lower than inflation expectations, not forgetting that management fees will also impoverish investors.

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  • Claret
    Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors.

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