COMMENTARIES

QV Updates

Every Friday, QV distributes a market commentary written by a member of our investment committee covering different investment themes or events that may affect our clients’ portfolios. Please click Here to sign up to receive our weekly commentaries.

Recent Updates

 

The “Resilients”

July 12, 2019

By many indications we are now in the late stage of the business cycle. We cannot accurately predict when the next recession will occur, as the current cycle has defied historical average timelines.

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Q2/2019 Commentary

July 05, 2019

Global stock markets edged higher in the second quarter, following the strong rebound in Q1. While gains are welcome, markets seem to be struggling to advance meaningfully.

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Investing in Technology

June 21, 2019

Technology is discussed in almost every meeting we have with clients. Most of the discussion is around new technology platforms such as Netflix and Amazon

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