In a very difficult year for both stock and bond markets, QV’s risk-managed investment philosophy was on display.
Q3 2022 Commentary
2022-10-07, Mathew Hermary
It was a turbulent quarter for assets as aggressive monetary tightening rippled through markets. Risk-off became a persistent theme into quarter end.
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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.