With painful inflation levels, rising rates and economic concerns, 2022 has been a hostile environment for most investors, but downside protection prevails.
And Another One
2022-04-22, Clement Chiang
A 50bps rate hike is unusual and validates the zeal with which Governor Macklem wants to normalize monetary policy as quickly as possible.
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Dynamic Risk Management Begets Resilience And Opportunities
2022-03-18, Amit Shah
Dynamic risk management guides us in building resilient portfolios to protect capital and provide attractive opportunities for best-in-class returns.
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European Uncertainty
2022-03-11, Derek Nichol
The invasion of Ukraine by Russia has produced a high level of uncertainty globally. We continue to assess evolving risks among QV holdings.
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Learning From Experience
2022-01-28, Diana Chaw
Without a concrete investment thesis it is easier to lose conviction in what you own, increasing the risk of an ill timed exit that cements a capital loss.
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The Essence Of Investment Management
2022-01-14, Steven Kim
Ben Graham said, “The essence of investment management is the management of risks, not the management of returns.” We agree.