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03 August 2017
Financial Letter – Summer 2017Main risk factors The economy is still growing worldwide Mixed record for the first 161 days of the Trump presidency Solid performance of the international markets Portfolio news
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25 January 2017
Financial Letter – Winter 2017
Quick review of the global economy Semi-annual focus Market performance overview In 2016, quality didn’t pay off for the equity portfolios! Some enhancements to our portfolios!
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27 July 2016
Financial Letter – Summer 2016
Quick review of the global economy Semi-annual focus Market watch Market performance overview Negative-yield government bonds: who would have believed it?
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26 May 2016
Financial Letter – Winter 2016
Quick review of the global economy Semi-annual focus Overview of market performance Investment outlook and strategy Hodgepodge
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26 May 2016
Financial Letter – Summer 2015
Quick review of the global economy Semi-annual focus Overview of market performance Investment outlook and strategy
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26 May 2016
Financial Letter – Winter 2015
Global economic environment Semi-annual focus: falling oil prices Market performance for the second half of 2014 Investment outlook an strategy Returns of North American stock indices in the second half and for the year 2014
