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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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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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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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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.

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