Has COVID impacted interest rates in the same way as previous pandemics? With deflationary and inflationary factors in play, the question is how to proceed?
Energy Transition and Capital Discipline
2023-09-08, Richard Fortin
Capital discipline is the new reality for oil and gas producers. Explore the central themes in play, their impacts and the opportunity for investors.
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Grocery Shopping While Hungry
2023-08-25, Steven Kim
Impulse investing while hungry for yield often leads to poor decision-making. This is where sticking with a disciplined approach is wise.
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Putting Luck On Our Side
2023-08-18, Derek Nichol
An update on QVs Global Small Cap Fund performance and a case study on how disciplined investing may reward you with welcome surprises.
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Late Cycle Musings
2023-08-11, Clement Chiang
Musings on current conditions, potential implications and how different scenarios present opportunities for disciplined long-term investors.
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Invest In Capable, Committed And Candid People
2023-07-28, Diana Chaw
Shared experience on the importance of assessing management competence, the impact on corporate performance and its role in the investment process.