What should long-term equity investors do in the face of these late cycle risks? What does history tell us about risk?
Global Small Cap Strategy – Three Years On
2024-04-24, Derek Nichol
The beginning of the second quarter of 2024 marked the three-year anniversary of QV’s launch of our Global Small Cap strategy.
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Q1 2024 Market Commentary
2024-04-10, Clement Chiang
Fresh off a positive year for equity returns in 2023, global stock markets continued their march higher in the first quarter (Q1) of 2024.
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What are Credit Premiums Telling Us?
2024-03-27, Gennice Spanier
Investors have seen credit premiums contract in the North American corporate credit market, dipping below the long-term median & edging toward historical lows.
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Unhappy In Their Own Way
2024-03-13, Diana Chaw
There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
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Sifting Through Bias to Find Value
2024-03-06, Amit Shah
As investors, we must be attuned to nuanced qualitative and quantitative signals in financial markets and the overall economy.