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