Revised job reports, rate cuts and unconventional policies have kept investors on their toes, while markets generated annual-sized returns over Q3.
Q1 2025 Market Letter
2025-04-09, Clement Chiang
Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.
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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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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.
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The Waiting Game
2023-04-14, Clement Chiang
Monetary policy works in long and variable lags, meaning it takes time for the effects of higher rates to become clear.