Forecast 2016: Bonds
With the recent rise in the key interest rate in the United States, experts recommend avoiding the US bond market next year. The situation will be even worst if other rate hikes take place in 2016. But other markets could be interesting. Vincent Fournier, from Claret, shares his opinion (0:00 – 1:25 min). Watch […]
Managers in action: two agricultural titles to avoid Potash
In Canada, when one thinks of agriculture, one thinks of Potash Corporation (TSX:POT). Vincent Fournier, from Claret, prefers to look elsewhere. The portfolio manager talks about the weaknesses of Potash and the fact that certain agricultural stocks such as AG Growth (TSX: AFN) and Input (TSX:INP) have experienced dark days lately which gives them a […]
Alternative IQ Announces Winners of 8th Annual Canadian Hedge Fund Awards
Alternative IQ today announced the winners of the 2015 Canadian Hedge Fund Awards, the highest honour in Canada’s hedge fund industry. The Canadian Hedge Fund Awards help investors identify the most exceptional hedge funds of the year, recognizing winners in 4 categories as well as the Overall Best 2015 Canadian Hedge Fund. The Claret Global […]
Managers in action: some deals among preferred shares
The Canadian preferred shares market has experienced some hard times in the past few months. Securities issued at 25 dollars took a step back to 20, 19, even 17 dollars. Numerous deals exist on the market at this time according to Vincent Fournier, portfolio manager at Claret Asset Management Corporation. Watch this French interview […]
Do not get distracted by the Chinese stock market crisis
Vincent Fournier, portfolio manager at Claret Asset Management Corporation, maintains that it is better to invest in securities of multinational operating in China, rather than Chinese companies. He also adds that investors should not try to remodel their portfolio at the mercy of economic events such as the Chinese stock market crisis and the Greek financial […]
Managers in action: impossible to predict stock exchange movements
Investors who try to time their investments with stock exchange movements have much more to lose than to gain, says Vincent Fournier, portfolio manager at Claret. He explains that many factors must be reunited in order to sell at the peak and then buy back at the bottom. We must predict correctly when markets will begin […]
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, […]