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.
Q4 2021 Commentary
2022-01-07, Joe Jugovic
The QV equity strategies produced excellent results in the year; not only on an absolute basis, but also outperforming their respective benchmarks.
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Q2 2021 Commentary
2021-07-09, Joe Jugovic
Over a year has passed since the bottom of the pandemic-induced global bear market. Financial markets continued to focus on the light at the end of the tunnel.
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2021 Outlook – Change Is In The Air
2021-01-08, Joe Jugovic
While stocks proved to be a roller-coaster ride in 2020, bonds fulfilled their typical defensive role, and then some.
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Q2/2020 Commentary
2020-07-03, Joe Jugovic
Despite the once-in-a-century pandemic, stock markets posted significant gains this quarter, with some reaching near-record highs.
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Q1/2020 Commentary
2020-04-03, Joe Jugovic
The depth and duration of bear markets is unknown. Extreme market sell-offs are often opportunities to rebalance portfolios and add to quality businesses.