Barrantagh Investment Management



	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
	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
	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


	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
	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

© 2012 Barrantagh Investment Management Inc. All rights reserved.

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