Fresh off a positive year for equity returns in 2023, global stock markets continued their march higher in the first quarter (Q1) of 2024.
Q4 2023 Market Commentary
2024-01-10, Mathew Hermary
While economic and market risks are evident, CIO Mathew Hermary highlights an attractive environment for risk-conscious value investors.
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Q3 2023 Market Commentary
2023-10-06, Clement Chiang
Q3 Commentary from Portfolio Manager Clement Chiang sheds light on the signs of fragility as markets adjust to the higher-for-longer interest rate narrative.
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Q2 2023 Market Commentary
2023-07-07, Mathew Hermary
CIO Mathew Hermary discusses the narrow rally in US equities this year and the opportunities for value-conscious investors in an uncertain macro environment.
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Q1 2023 Market Commentary
2023-04-06, Mathew Hermary
Following steep declines in 2022, stock markets rebounded in the first quarter as investors began to anticipate the end of theinterest rate hiking cycle.
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Q4 2022 Market Commentary
2023-01-06, Mathew Hermary
In a very difficult year for both stock and bond markets, QV’s risk-managed investment philosophy was on display.