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Q2 2024 Market Commentary

2024-07-10, Mathew Hermary

The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.

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QV Market Insights – May 2024

2024-05-22, Mathew Hermary

Chief Investment Officer Mathew Hermary answers key questions and explores market trends in our latest video update.

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Q4 2023 Market Commentary

2024-01-10, Mathew Hermary

While economic and market risks are evident, CIO Mathew Hermary highlights an attractive environment for risk-conscious value investors.

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Client Reception

2023-11-17, Mathew Hermary

Watch the video of our Market Update delivered by QV CIO Mathew Hermary at our November 2023 client reception. A written summary is also available.

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Q2 2023 Market Commentary

2023-07-07, Mathew Hermary

CIO Mathew Hermary discusses the narrow rally in US equities this year and the opportunities for value-conscious investors in an uncertain macro environment.

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Q1 2023 Market Commentary

2023-04-06, Mathew Hermary

Following steep declines in 2022, stock markets rebounded in the first quarter as investors began to anticipate the end of theinterest rate hiking cycle.

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