In late June, voters in the United Kingdom (UK) voted 52% in favour of leaving the European Union. This result defied the polls and surprised investors. Global equity markets evoked... read more →
The most recent quarter yielded more volatility in both North American and global equity markets. Despite steady growth in the United States, Western Europe and China, equity markets remain under... read more →
Over the past year, the financial markets bore witness to the unwinding of the decade long commodity super-cycle. As a result, energy and base metal prices were hit hard, with... read more →
For investors, the summer months have been plagued with increased volatility in global equity markets caused by macro environmental factors. The abating Greek fiscal crisis was followed by concerns over... read more →
Periodically, we are asked if we approach our investment analysis from a “top down” (macro view) or “bottom-up” (company specific) orientation. Our answer to this is: we prioritize the “bottom-up”... read more →
Over the past several months, the capital markets have been focused on interest rates, currencies, and the central bankers who determine them. Most notably, observers are following every nuanced word... read more →
The first half of 2014 has seen a continuation of the bull market for equities that is now over five years old. Despite an economic contraction in the United States... read more →
After more than five years of strong equity markets, particularly in North America, some signs of excess are starting to appear. A few weeks ago, a Chinese internet company called... read more →
The first half of 2014 has seen a continuation of the bull market for equities that is now over five years old. Despite an economic contraction in the United States... read more →
The Rempart team has now been together for over a decade. Over this time, we have outperformed the major North American stock market indices on a relatively consistent basis, which... read more →