The benefit of saving early
US markets seem to continue to climb a wall of worry driven by events around a President who is more interested in being in the news with his less than diplomatic tweeting than anything else. Sometimes, we wonder whether he is not the king of “fake news” himself… Thank God the US Constitution is written […]
Change is good! About Indexing… Volatility…
We are sorry to report that the financial markets seem to disagree with the media assessment of President Trump’s popularity. Notwithstanding the fact that it is difficult to develop a liking for the US President, as investment managers we should not forget the main drivers of the capitalist system from his message and their effects […]
Brexit, Trump, What’s next?
2016 was a year when we saw plenty of action in the financial markets, be it stocks, bonds, currencies, you name it. But above all, 2016 will be remembered for the US presidential election and Brexit. Brexit On June 24th 2016, the British people woke up to find out that 52% of them wanted out […]
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 […]
To avoid getting seasick, keep your eyes looking on the horizon
To avoid getting seasick, keep your eyes looking on the horizon 2015 has not been a good year for stock pickers in general, and especially for the ones who favour the value investing philosophy. As an example, Warren Buffett’s Berkshire Hathaway was down 12.5% (in USD terms). In fact, it is the tale of 2 […]
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 […]
Staying the course – one investment at a time
Staying the course – one investment at a time We thought that you might want to know how we stand over the long term after such a long period of stock market advances without any major correction (since 2009 low, the S&P500 only had 2 “noticeable” corrections that are over 15%: one in 2010 – […]