We’re not in the business of predicting the future. Instead, we diversify based on a balance of probabilities, which doesn’t require a crystal ball.
We’re not in the business of predicting the future. Instead, we diversify based on a balance of probabilities, which doesn’t require a crystal ball.
With a great deal of uncertainty in the markets, the QV Canadian Large Cap team explores valuation risk, earnings risk and pockets of opportunity in this week’s Insight.
The benefit of analyzing what you own is easy to justify. Applying the same approach to opportunities that are not currently investable is just as important.
There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
With conflict in the Middle East and Europe, inflation, and higher interest rates, we’re preparing for more challenging economic times.
Shared experience on the importance of assessing management competence, the impact on corporate performance and its role in the investment process.