Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.
QV Market Insights – Q3 2024
2024-10-17, Clement Chiang
VP & Portfolio Manager Clement Chiang summarizes key points from our latest quarterly market commentary.
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Q3 2024 Market Commentary
2024-10-09, Clement Chiang
With today’s unusually complex macroeconomic landscape, we continue to be proactive rather than reactive as we build & maintain resilience in our strategies.
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Q1 2024 Market Commentary
2024-04-10, Clement Chiang
Fresh off a positive year for equity returns in 2023, global stock markets continued their march higher in the first quarter (Q1) of 2024.
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Q3 2023 Market Commentary
2023-10-06, Clement Chiang
Q3 Commentary from Portfolio Manager Clement Chiang sheds light on the signs of fragility as markets adjust to the higher-for-longer interest rate narrative.
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Late Cycle Musings
2023-08-11, Clement Chiang
Musings on current conditions, potential implications and how different scenarios present opportunities for disciplined long-term investors.