Publications
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...
During the month of May, Claret made seven presentations where several of you were present. We would like to thank you for your support and questions. We hope our answers have been straightforward, candid and...
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...
After a euphoric move to the upside that Donald Trump claims credit for, the market seems to have peaked in January and entered a corrective phase. Volatility in the markets is up but not beyond...
Vincent Fournier, CFA, is a portfolio manager at Claret Asset Management, in Montreal. According to him, the key to the success of any active strategy lies in the duration. Read this French article as well as Mr. Fournier's...
Les Affaires asked Vincent Fournier, portfolio manager at Claret, if blue chips still existed. Yes, he replied, but with many nuances. He explains how to find them and suggests some interesting names. Read this French article on...
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...