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 →
A year ago, we wrote the following outlook: “We are in the fifth year of a steady stock market recovery from the dramatic downturn of 2008-2009… In 2013, we expect... read more →
It has been five years since the beginning of a freeze in credit markets which led to a global financial markets “meltdown” and the start of the “Great Recession”. Since... read more →
As we enter the summer months, we are once again confronted with volatility in global equity markets. In recent times, market concerns have been macro-economically driven and this time is... read more →