Our cautious view on China means we have limited exposure going into a tough year for Chinese stocks.
A Recipe For Disaster
2022-11-25, Amit Shah
QV has no direct exposure to cryptocurrency, but the FTX bankruptcy presents relevant learnings for investors.
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Sticking To The Plan
2022-11-04, Derek Nichol
Having a proven strategy is key. Having conviction to stick to the plan amidst outside noise takes discipline.
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Countercyclical Investing Considerations
2022-10-28, Richard Fortin
Selectively considering quality countercyclical opportunities, is a sensible approach to capital allocation within a broadly diversified strategy.
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On Resilience
2022-10-21, Diana Chaw
The probability of recession is high. For companies and portfolios, what does it mean to be positioned defensively?
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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.