Is it the end of the bear market?
Rising interest rates, inflation, bear market, recession: what’s in store for small investors in 2019? Jean-Paul Giacometti, Vice President and Portfolio Manager at Claret, shares his views. Watch this French interview on RDI Économie Also, our 2012 letter, Investing Beyond the Crises, is a great read to put things in perspective as the financial news also […]
Rising interest rates at the root of the recent market correction
Although many claim that the Trump effect still has much to do with this, in reality, rising interest rates have played a much greater role.
Cannabis and Interest Rates
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 the news. We would also like to update you regarding our views on the financial markets in general. Out goes Bitcoin, in comes Cannabis There were many questions regarding the […]
Should we be worried about the longest bull market in history?
Investors who are betting on the end of the longest bull market in the history of the United States play a dangerous game, warns Vincent Fournier, portfolio manager at Claret. According to him, the rise of protectionism can, in the short term, provide stock markets with a tailwind. However, Mr. Fournier adds that rising interest […]
Why is the recent rise in bond rates so important?
US 10-year bonds crossed the 3% mark this week for the first time since 2014. Vincent Fournier, Portfolio Manager at Claret, explains why the stock markets is worried about it. Watch this French interview on Les Affaires
What 2017 turned out to be
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 Google) is the big contributor to the performance. Today, it comprises 23.8% of the S & P 500, the third highest weight of any sector after Tech in 1999-2000 and […]
About Alternative Investments and Private Equity
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 types of products revolves around the apparently lower volatility that they offer with similar return prospects or the higher and steady income stream they can offer compared to the measly […]