As 2020 fades into history, it will not be a year that is soon forgotten.
As usual, there are lies, damn lies and statistics.
Panic takes over the market, but Jean-Paul Giacometti explains that this is just par for the course.
Epidemics can impact the returns of both U.S. and global equities over in the very short term. The long term effect is more complicated.
If you can’t really rely on the media for reassurance, where can you find some peace of mind during market swings?
The S&P 500, the flagship index of the US stock market is approaching the psychological threshold of 3000 points, a peak it never reached. Does it mean that the US stock market is currently overvalued? Vincent Fournier, portfolio manager at Claret, does not think so. Watch this French interview on Les Affaires
Following an abysmal 4th quarter of 2018, equity markets rebounded with the biggest quarterly gain since the third quarter of 2009 and the best first quarter since 1998. As we have been emphasizing over and over, equity markets manage to sustain a valuation level (i.e. price/earnings ratio) that seems high relative to the last 40 […]