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2004 Capital Markets Reviews:

Q4 2004 Barrantagh Capital Markets Review:
> The Legacy of 2004 - Politics Dominated
> 2005 Issues and Outlook - Economic Growth Continues
> Equity Strategy - Cash Flow Focused
> Fixed Income Strategy - Inflation Risks
Q3 2004 Barrantagh Capital Markets Review:
> Economic Backdrop - Global Growth Healthy But Decelerating
> Equity Strategy - The Haves and Have-not
> Fixed Income Strategy - The Challenge Continues
Q2 2004 Barrantagh Capital Markets Review:
> Economic Backdrop - Global Growth Decelerating
> Equity Strategy - Catalysts for a Renewed Move Upwards
> Fixed Income - The Challenge Continues
Q1 2004 Barrantagh Capital Markets Review:
> Synchronized Global Growth May Slow
> US Interest Rate Policy Key
> The “China Factor” Important to Global Growth
> Equity Markets - Driven by Cash Flow
> Fixed Income Strategy - Focus on Corporate Bonds

2003 Capital Markets Reviews:

Q4 2003 Barrantagh Capital Markets Review:
> Synchronized Global Growth
> Equity Markets Driven by Cash Flow
> Fixed Income Focus on Corporate Bonds
> Income Trust Update
Q3 2003 Barrantagh Capital Markets Review:
> The Economic Backdrop
> US Foreign Policy - Its Mounting Cost
> Equity Markets Outlook
> Fixed Income Markets Investment Strategy
> Income Trust Update
Q2 2003 Barrantagh Capital Markets Review:
> The Hard Road to Mideast Peace
> The North-American Economy
> Equity Markets Outlook
> Investment Opportunities Reviewed
> Fixed Income Markets
> Income Trust Update
Q1 2003 Barrantagh Capital Markets Review:
> The War in Iraq - The US Policy Gamble
> The Economy Recovery - Mixed Signals
> Equity Markets Review
> Fixed Income Markets - Corporate vs. Government Bonds

2006 Capital Markets Reviews:

Q4 2006 Barrantagh Capital Markets Review:
> Global Economic Outlook - Strength in Europe and Asia
> Equity Markets - International Diversification Underway
> Fixed Income Markets - Waiting for Better Values
Q3 2006 Barrantagh Capital Markets Review:
> Economic Outlook - Growth is Clearly Slowing
> Equity Markets - Elevated Risks Dictate Caution
> Fixed Income Markets - Low Yields but a Safe Haven
Q2 2006 Barrantagh Capital Markets Review:
> Economic Outlook - Growth Continues but Uncertainty Abounds
> Equity Markets - Managing in Volatile Times
> Fixed Income Markets - Opportunities Emerging
Q1 2006 Barrantagh Capital Markets Review:
> Economic Update - Strength Continues
> Equity Markets - Corporate Profit Focus
> Fixed Income Markets - More Fed Tightening

2005 Capital Markets Reviews:

Q4 2005 Barrantagh Capital Markets Review:
> Global Economic Growth - Changing Mix
> Equity Markets - Further Gains Ahead
> Fixed Income Markets - Monetary Policy The Key
> Income Trusts - Stability Ahead
Q3 2005 Barrantagh Capital Markets Review:
> Economic Update - Slower Growth Ahead
> Equity Markets - Selectivity Is The Key
> Fixed Income Markets - Patience Required
Q2 2005 Barrantagh Capital Markets Review:
> Economic Update - Growth Continues, Imbalances Build
> Equity Markets - Pockets of Opportunity
> Fixed Income Strategy - Remaining Defensive
Q1 2005 Barrantagh Capital Markets Review:
> Economic Headwinds - Inflation Risks, The US Dollar, Oil Concerns
> Equity Strategy - More Challenging
> Fixed Income Strategy - Corporate Market Overbought

2008 Capital Markets Reviews:

Q4 2008 Barrantagh Capital Markets Review:
> Economic Backdrop - Global Recession Takes Hold
> Equity Markets - Discounting The Worst
> Fixed Income Markets - Risk Perception Evolves
Q3 2008 Barrantagh Capital Markets Review:
> Economic Backdrop - Worsening Economic Fundamentals
> Equity Markets - Compelling Valuations Emerge
> Fixed Income Markets - Flooded Government Bond Market
Q2 2008 Barrantagh Capital Markets Review:
> Economic Outlook - US Recession Less Likely
> Equity Markets - Values Outside Canada
> Fixed Income Markets - Defensive Stance Remains
Q1 2008 Barrantagh Capital Markets Review:
> Economic Outlook - Economic Woes build
> Equity Markets - Values Emerging
> Fixed Income Markets - Defensive Stance Remains

2009 Capital Markets Reviews:

Q4 2009 Barrantagh Capital Markets Review:
> Economic Backdrop - Growth Clearly Positive
> Equity Markets - Risk Appetite Increased
> Fixed Income Markets - Monetary Policy Watch
Q3 2009 Barrantagh Capital Markets Review:
> Economic Backdrop - Recovery Gaining Ground
> Equity Markets - Fundamental Support
> Fixed Income Markets - Issuer Focus Is Key
Q2 2009 Barrantagh Capital Markets Review:
> Economic Backdrop - Recovery Needs Traction
> Equity Markets - Discounting Adjusted
> Fixed Income Markets - Corporate Spreads Tighten
Q1 2009 Barrantagh Capital Markets Review:
> Economic Backdrop - Obama To The Rescue
> Equity Markets - Encouraging Rebound
> Fixed Income Markets - Spotlight On Corporate Issues

2011 Capital Markets Reviews:

Q4 2011 Barrantagh Capital Markets Review:
> Economic Backdrop - Global Policy Paralysis
> Equity Markets - Dividends Favoured
> Fixed Income Markets - Supported by uncertainty
Q3 2011 Barrantagh Capital Markets Review:
> Economic Backdrop - Recent Deterioration Concerning
> Equity Markets - Macro is Driving
> Fixed Income Markets - Flight to Safety
Q2 2011 Barrantagh Capital Markets Review:
> Economic Backdrop - Self Sustaining Expansion Elusive
> Equity Markets - Déjà vu 2010
> Fixed Income Markets - Inflation Transitory?
Q1 2011 Barrantagh Capital Markets Review:
> Economic Backdrop - Dealing With Headline Shocks
> Equity Markets - Absorbing Black Swan Events
> Fixed Income Markets - Central Bank Watch

2007 Capital Markets Reviews:

Q4 2007 Barrantagh Capital Markets Review:
> Economic Backdrop - Growth Impediments Mount
> Equity Markets - Uncertainties Abound
> Fixed Income Markets - Limited Opportunities
Q3 2007 Barrantagh Capital Markets Review:
> Economic Backdrop - Credit Crisis Impact
> Equity Markets - What Credit Crisis?
> Fixed Income Markets - No ABCP for Our Clients
Q2 2007 Barrantagh Capital Markets Review:
> Economic Outlook - Divergent Trends
> Equity Markets - Fuelled by Private Equity
> Fixed Income Markets - Re-pricing Underway
Q1 2007 Barrantagh Capital Markets Review:
> Economic Outlook - US Weakness Accelerates
> Equity Markets - Selectivity Key
> Fixed Income Markets - Remaining Defensive

2012 Capital Markets Reviews:

Q4 2012 Barrantagh Capital Markets Review:
> Economic Backdrop - Growth Trajectory Moving Higher
> Equity Markets - Macro Takes a Back Seat
> Fixed Income Markets - Rates Seem to Have Bottomed
Q3 2012 Barrantagh Capital Markets Review:
> Economic Backdrop - Moderate Growth Forecast
> Equity Markets - It’s all Relative
> Fixed Income Markets - Overweight Corporate Bonds
Q2 2012 Barrantagh Capital Markets Review:
> Economic Backdrop - Momentum Stifled
> Equity Markets - Crisis Fatigue
> Fixed Income Markets - Positioned for Tightening
Q1 2012 Barrantagh Capital Markets Review:
> Economic Backdrop - U.S. Leading the Pack
> Equity Markets - Fear has Abated
> Fixed Income Markets - Questioning Central Banks

2013 Capital Markets Reviews:

Q4 2013 Barrantagh Capital Markets Review:
> Economic Backdrop - Tapering is not Tightening
> Equity Markets - Bubble Talk
> Fixed Income Markets - Defensive Duration
Q3 2013 Barrantagh Capital Markets Review:
> Economic Backdrop - It’s all about the U.S.
> Equity Markets - Leadership Change
> Fixed Income Markets - Alternative Strategies
Q2 2013 Barrantagh Capital Markets Review:
> Economic Backdrop - Spotlight on Tapering
> Equity Markets - Rate Regime Change
> Fixed Income Markets - Volatility Watch
Q1 2013 Barrantagh Capital Markets Review:
> Economic Backdrop - Tepid Growth Continues
> Equity Markets - Milestones Revisited
> Fixed Income Markets - Credit Spreads Grind Lower

The BIM REVIEWS 2014:

Volume 19, Edition 4, December 2014:
> Economic Backdrop - Forecast Dilemma
> Equity Markets - The Saudi Effect
> Fixed Income Markets - Event Risk
Volume 19, Edition 3, September 2014:
> Economic Backdrop - The U.S. Leads
> Equity Markets - WOW
> Fixed Income Markets - Low New Issuance
Volume 19, Edition 2, June 2014:
> Economic Backdrop - Choppy Growth
> Equity Markets - Muted Volatility
> Fixed Income Markets - Corporates Dominate
Volume 19, Edition 1, March 2014:
> Economic Backdrop - Inflation Welcome
> Equity Markets - Grinding Higher
> Fixed Income Markets - Regulatory Indigestion

The BIM REVIEWS 2015:

Volume 20, Edition 4, December 2015:
> Economic Backdrop - Political Drag
> Equity Markets - No Santa Rally
> Fixed Income Markets - U.S. Rate Increase
Volume 20, Edition 3, September 2015:
> Economic Backdrop - The China Effect
> Equity Markets - Nervous Consolidation
> Fixed Income Markets - Rates on Hold
Volume 20, Edition 2, June 2015:
> Economic Backdrop - Growth Broadening
> Equity Markets - Focus on Fundamentals
> Fixed Income Markets - Corporate Headwinds
Volume 20, Edition 1, March 2015:
> Economic Backdrop - Growth Not Synchronized
> Equity Markets - Not All Treated Equally
> Fixed Income Markets - Rate Cut Surprise

The BIM REVIEWS 2017:

Volume 22, Edition 4, December 2017:
> Economic & Geo-Political Backdrop - Global Inflation Remains
Modest
> Equity Markets - Opportunities In Old Economy Businesses
> Fixed Income Markets - Flattening Yield Curve
Volume 22, Edition 3, September 2017:
> Economic & Geo-Political Backdrop - Global Growth Acceleration
Takes Hold
> Equity Markets - Better Growth And Modest Inflation Sets The
Tone
> Fixed Income Markets - A Time Of Rising Rates
Volume 22, Edition 2, June 2017:
> Economic & Geo-Political Backdrop - Global Central Banks Turn
Hawkish
> Equity Markets - All Is Well On The Home Front?
> Fixed Income Markets - Bank Of Canada Set To Hike
Volume 22, Edition 1, March 2017:
> Economic & Geo-Political Backdrop - Modest Synchronized Growth
> Equity Markets - Sentiment Remains Upbeat
> Fixed Income Markets - Tighter Spreads and Flat Rates

2010 Capital Markets Reviews:

Q4 2010 Barrantagh Capital Markets Review:
> Economic Backdrop - Growth Gathering Momentum
> Equity Markets - Hangover Cure Working
> Fixed Income Markets - Demand/Supply Imbalance
Q3 2010 Barrantagh Capital Markets Review:
> Economic Backdrop - Low Growth, Low Inflation
> Equity Markets - Year of Expectations
> Fixed Income Markets - Rate Hikes Pause
Q2 2010 Barrantagh Capital Markets Review:
> Economic Backdrop - Fundamental Rebalancing Underway
> Equity Markets - Growth Pendulum Swings
> Fixed Income Markets - Holding Steady
Q1 2010 Barrantagh Capital Markets Review:
> Economic Backdrop - Growth Transition Broadens
> Equity Markets - Climbing Wall of Worry
> Fixed Income Markets - Intrinsic Value Key

The BIM REVIEWS 2016:

Volume 21, Edition 4, December 2016:
> Economic & Geo-Political Backdrop - Outlook Trumped
> Equity Markets - Reflation and Rotation
> Fixed Income Markets - Repricing Rates and Better Yields
Volume 21, Edition 3, September 2016:
> Economic Backdrop - Key Issues Unresolved
> Equity Markets - OPEC About to Act
> Fixed Income Markets - Positioning is Vital
Volume 21, Edition 2, June 2016:
> Economic Backdrop - Drama Driven Outlook
> Equity Markets - Brexit Uncertainty
> Fixed Income Markets - Positioned for Low Rates
Volume 21, Edition 1, March 2016:
> Economic Backdrop - Opaque Outlook
> Equity Markets - Commodity Conundrum
> Fixed Income Markets - Credit Risk Reduced

Barrantagh Investment Management Inc.
100 Yonge Street, Suite 1700
Toronto, Ontario, Canada, M5C 2W1
416.868.6295