Observations from 2018, Optimism for 2019
As 2019 starts, the market continues its gyrations that began in September 2018. Volatility has indeed increased over the last 3 months but only relative
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
As 2019 starts, the market continues its gyrations that began in September 2018. Volatility has indeed increased over the last 3 months but only relative
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
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
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
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
We have received several questions from our clients regarding the attractiveness of many alternative investments and private equity funds. Usually the sales pitch for those
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
Municipal bonds help finance the infrastructure and development of the city or township they are issued. In Quebec, municipal bonds can be a particularly attractive
Most people think investing is all about choosing the right stocks or bonds. In reality, a big part of investing wisely also has to do
Traditional assessments of wealth tend to measure a person’s financial capital, by tallying up assets like property, investments, and savings. However, these assessments often overlook
The allure of active trading – often glamorized through stories of substantial short-term wins – hides a less-frequently-told tale of increased risk and diminished returns.