Watch the video of our Market Update delivered by QV CIO Mathew Hermary at our November 2023 client reception. A written summary is also available.
A Margin Of Safety On Balance Sheets
2023-11-03, Amit Shah
Balance sheet strength provides key insight into how well a company can weather interest rate increases and inflation.
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Flipping The Board Around
2023-10-27, Daniel Morgan
How to strengthen your conviction in investment decision-making by seeking alternate perspectives.
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Quality And Value – Why Both Matter
2023-10-20, Joe Jugovic
How quality and value based investing seeks a balance between long-term growth and managing the risk of capital loss.
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Preparing For Escalating Risks
2023-10-13, Diana Chaw
With conflict in the Middle East and Europe, inflation, and higher interest rates, we’re preparing for more challenging economic times.
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Q3 2023 Market Commentary
2023-10-06, Clement Chiang
Q3 Commentary from Portfolio Manager Clement Chiang sheds light on the signs of fragility as markets adjust to the higher-for-longer interest rate narrative.