News and Insights

A speculative bubble is defined as a significant, growing, and persistent gap between the price of an asset and its intrinsic value. This gap is fueled by the belief that the asset's price will continue to rise in the future, rather than by its actual worth.

The capital gain tax inclusion rate is set to increase for the first time in 34 years, a reform that will impact corporations and individuals holding taxable accounts.

In this article from the Les Affaires newspaper, Alexandre Legault discusses the importance of diversifying one's portfolio by targeting international markets.

In this article from the Les Affaires newspaper, Andrew Kost and Alexandre Legault address the question: do wealth management and artificial intelligence mix well together?

In this article from the Les Affaires newspaper, Andrew Kost reviews Samuel Bédard's portfolio.

The First Home Savings Account (FHSA) was first introduced in the 2022 federal budget. Since then, investment firms have adjusted to be able to offer this new investment account to their clients. Below we summarize the main points of this new savings vehicle.

Since the beginning of 2023, AI (artificial intelligence) set the tone for financial markets, driven by companies involved in the space. The market refers to the major players (Apple, Nvidia, Microsoft, Amazon, Meta, Tesla and Alphabet) as the “Magnificent Seven”. At the end of July, the mania for AI stocks was impressive - the S&P 500, the flagship index of the US market, was up 20.6%. Two thirds of this increase could be explained by the meteoric rise of the “Magnificent Seven”, whose average return is around 100% in the first seven months of 2023. Together, these seven companies represent about 25% of the US stock market capitalization.

Defined benefit pension plans, under which employers commit to pay a pension to their retired employees for the remainder of their lives, are becoming much less common. As a result, a growing proportion of the population must finance its own retirement.

In the following article, Louis Allard, portfolio manager and president at our firm, shares his main concerns about the economy and the financial markets. Read the article (In French only)

In this article from Les Affaires about blue chips, Alexandre Legault talks about 3 stocks he likes.