The depth and duration of bear markets is unknown. Extreme market sell-offs are often opportunities to rebalance portfolios and add to quality businesses.
Uncharted Waters
2020-03-20, Jason Reed
As governments take unprecedented actions, here’s what we are observing in markets and what we are doing in client portfolios.
MORE >
Preparing For Uncertainty
2020-03-06, Steven Kim
Investing is a psychologically testing venture. Our long-term focus and preparation for risks provide the confidence needed to navigate uncertain times.
MORE >
Portfolio Insurance
2020-02-07, Jason Reed
This QV Update examines portfolio risks through the lens of insurance.
MORE >
Share Buybacks: Financial Sleight Of Hand Or Legitimate Capital Allocation Tool?
2020-01-31, Richard Fortin
The growing prevalence of corporate share buybacks has drawn the ire and condemnation of many market observers. Here are our thoughts.
MORE >
Credit Considerations
2020-01-24, Clement Chiang
Adhering to our discipline while mitigating portfolio risks helps us navigate what could be a volatile yet stubbornly-low interest rate environment to come.