The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.
QV Market Insights – May 2024
2024-05-22, Mathew Hermary
Chief Investment Officer Mathew Hermary answers key questions and explores market trends in our latest video update.
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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.