Low (or negative) real interest rates are bad for long-term investors saving for retirement. Here’s what you can do to control the outcome.
Pandemic Impact – Grocery Stores
2020-05-22, Darren Dansereau
A review of pandemic impacts on trends within the grocery business.
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Through The Fog
2020-05-08, Clement Chiang
The economic, financial, and human tolls of the global pandemic have been severe. A discussion of how QV is adapting to and navigating the uncertainty.
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Q1/2020 Commentary
2020-04-03, Joe Jugovic
The depth and duration of bear markets is unknown. Extreme market sell-offs are often opportunities to rebalance portfolios and add to quality businesses.
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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.
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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.
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Portfolio Insurance
2020-02-07, Jason Reed
This QV Update examines portfolio risks through the lens of insurance.
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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.
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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.
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Q4/2019 Commentary
2020-01-03, Joe Jugovic
Abnormally low/negative bond yields continued to push investors to search for higher returning investments, prolonging the current equity cycle.