With today’s unusually complex macroeconomic landscape, we continue to be proactive rather than reactive as we build & maintain resilience in our strategies.
QV Market Insights – Q2 2024
2024-07-18, Mathew Hermary
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.
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Q2 2024 Market Commentary
2024-07-10, Mathew Hermary
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.
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Q1 2024 Market Commentary
2024-04-10, Clement Chiang
Fresh off a positive year for equity returns in 2023, global stock markets continued their march higher in the first quarter (Q1) of 2024.
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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.