In uncertain times, a value investing approach can provide clarity and conviction to remain steadfast.
Investment Criteria: Capital Allocation
2023-04-21, Darren Dansereau
Capital allocation is one of the most important decisions made by management teams. It is an essential consideration as we weigh investment alternatives.
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The Waiting Game
2023-04-14, Clement Chiang
Monetary policy works in long and variable lags, meaning it takes time for the effects of higher rates to become clear.
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Rosy Market Expectations
2023-03-31, Joe Jugovic
Confidence in the Fed is high, but we focus on portfolio risk management just in case things aren’t as rosy as the market expects.
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Navigating Management Succession
2023-03-24, Amit Shah
Succession planning is key. Learn how QV uses an in-house tool to evaluate changes in company management.
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How A Recession Could Impact Stock Prices Of Canadian Banks
2023-03-10, Darren Dansereau
Canadian banks make up a large part of the S&P/TSX Composite Index. Their performance has a large impact on stock market returns.