Rising inflation, labour shortages, war in Ukraine and persistent supply chain issues weighed on equity and bond markets during the second quarter.
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.
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What Comes Around
2016-03-18, Mathew Hermary
Although there have been periods of similar underperformance in the past, value investing has historically been a superior way to generate long term returns.
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Obscurity In The Average
2015-11-20, Mathew Hermary
Interpreting averages and aggregates can be a lot like peering at the ocean from an airplane. Both offer a glimpse of something large from a little window.
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European Ruminations
2015-07-10, Mathew Hermary
Reflections and observations from corporate presentations and investor conferences in Paris and Berlin.
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What A RIOT!!!
2015-06-12, Mathew Hermary
What appears reasonable today because it is both commonly accepted and popular may turn out to be neither popular nor reasonable in the future.