We believe caution is warranted, especially if central banks continue pressing ahead with their rate tightening agenda.
Investing In China
2022-12-02, Jason Reed
Our cautious view on China means we have limited exposure going into a tough year for Chinese stocks.
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A Recipe For Disaster
2022-11-25, Amit Shah
QV has no direct exposure to cryptocurrency, but the FTX bankruptcy presents relevant learnings for investors.
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Sticking To The Plan
2022-11-04, Derek Nichol
Having a proven strategy is key. Having conviction to stick to the plan amidst outside noise takes discipline.
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Countercyclical Investing Considerations
2022-10-28, Richard Fortin
Selectively considering quality countercyclical opportunities, is a sensible approach to capital allocation within a broadly diversified strategy.
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On Resilience
2022-10-21, Diana Chaw
The probability of recession is high. For companies and portfolios, what does it mean to be positioned defensively?