Trump’s arrival will have a positive impact on the US economy
Donald Trump’s economic plan will have a positive impact in the United States. This is the opinion of Vincent Fournier, portfolio manager at Claret. The latter summarizes some expansionist measures of the economic plan of the next US president. He talks about the positive impacts for financial companies, the pharmaceutical industry and oil companies. Watch […]
Some stocks for retired investors
Stocks with an attractive dividend, that are relatively sheltered from a future interest rate rise and for which the time horizon varies from 10 to 15 years. It is according to those criteria that we have invited four portfolio managers to propose some investments that retired investors would benefit from. Here is Keith Farrant’s selection, a […]
3 mistakes to avoid in order to balance a portfolio
In order to maintain a well-balanced portfolio, investors should absolutely avoid three common mistakes in the world of investments, says Vincent Fournier, portfolio manager at Claret. Watch this French interview on Les Affaires
Time to convert your dollars into pounds!!!
The pound sterling is at a 30-year low against the dollar. It’s time to take advantage of it, says Vincent Fournier, portfolio manager at Claret. The latter points out that since the Brexit, the pound sterling is trading under its historical average. In the long run, when the shock is over, the currency will tend to […]
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 […]
How would you invest a $100 000 portfolio?
Investing $100 000 in equities on a 5 years time horizon. Here is the challenge we presented to four portfolio managers. Keith Farrant mentions at the outset that the usual portfolio composition at Claret contains 50 to 75 securities. The firm uses a bottom up approach based on fundamental analysis. “We do not do macroeconomic analysis, […]
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