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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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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.

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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.

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