The Psychology of Money Management
Within the process of building and maintaining your long term financial well-being, achieving a reasonable rate of return on your investments is the obvious main contributor. Yet, the lack of understanding regarding the psychology side of money management has been one of the biggest roadblocks for investors in achieving their goals. In this letter, we […]
Sifting through the noise and focusing on what really matters when making investment decisions
As we write this quarterly letter, we have been inundated by news on the “Brexit” issue. Markets turned volatile over the last few weeks, starting by going up on speculation that the Brits would not leave. Then, the referendum results revealed that they actually wanted to leave, triggering panic selling for two days followed by […]
Independent players: specialization and independence
“In private wealth management, our first role is to be a trustee as we have the responsibility to act in the highest interest of the client”, explains Jean-Paul Giacometti, vice-president at Claret Asset Management Corporation. Despite their good intentions, banks are struggling not to end up in conflicts of interest, according to Claret’s vice-president. And […]
Is paying a premium for “safe” securities, safe?
Investors are willing to pay a large premium to buy “safe” securities. In the long run, this can be a serious mistake, says Vincent Fournier, portfolio manager at Claret. Watch this French interview on Les Affaires
Four experts; 12 companies
Large U.S. multinationals, Quebec inc. corporations, and some unknown companies. Our four experts gave us a diversified list of ideas just in time to get back in the market. Here are their 12 suggestions. Read this French article on Les Affaires