While economic and market risks are evident, CIO Mathew Hermary highlights an attractive environment for risk-conscious value investors.
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.
MORE >
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.
MORE >
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.
MORE >
Q4 2022 Market Commentary
2023-01-06, Mathew Hermary
In a very difficult year for both stock and bond markets, QV’s risk-managed investment philosophy was on display.
MORE >
Q3 2022 Commentary
2022-10-07, Mathew Hermary
It was a turbulent quarter for assets as aggressive monetary tightening rippled through markets. Risk-off became a persistent theme into quarter end.