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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
     
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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
     
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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
     
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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
     
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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

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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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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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
     
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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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The BIM REVIEWS 2014:

The BIM REVIEWS 2015:

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