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