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Q2 2022 Market Commentary

2022-07-08, Mathew Hermary

Rising inflation, labour shortages, war in Ukraine and persistent supply chain issues weighed on equity and bond markets during the second quarter.

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Q1 2022 Market Commentary

2022-04-08, Mathew Hermary

The invasion of Ukraine by Russia on February 24th added significant complexity to an already intricate economic backdrop.

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What Comes Around

2016-03-18, Mathew Hermary

Although there have been periods of similar underperformance in the past, value investing has historically been a superior way to generate long term returns.

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Obscurity In The Average

2015-11-20, Mathew Hermary

Interpreting averages and aggregates can be a lot like peering at the ocean from an airplane. Both offer a glimpse of something large from a little window.

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European Ruminations

2015-07-10, Mathew Hermary

Reflections and observations from corporate presentations and investor conferences in Paris and Berlin.

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What A RIOT!!!

2015-06-12, Mathew Hermary

What appears reasonable today because it is both commonly accepted and popular may turn out to be neither popular nor reasonable in the future.

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