The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.
QV Market Insights – Q2 2024
2024-07-18, Mathew Hermary
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.
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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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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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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.