Publications
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...
The US stock market gained 17% in Canadian Dollar terms. The technology sector, driven in part by the FAANG Stocks (Facebook, Apple, Amazon, Netflix and Google) is the big contributor to the performance. Today, it...
As the 2018 begins, should investors adopt resolutions to better manage their investments? Maxime Dube, investment analyst and business development at Claret, believes that investors must set clear and achievable goals to keep their resolutions throughout the year. He...
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...