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Qwest Investment Management Corp. is pleased to provide you with the Qwest For Returns - Newsletter.
Qwest welcomes your comments and/or opinions. Please feel free to contact Maurice Levesque, Managing Director, President at
mlevesque@qwestfunds.com |
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| OTHER QWEST PUBLICATIONS |
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| ISSUE #11: GULF OF MEXICO DISASTER + QUIET SUN + NOISY VOLCANOES = ENERGY BULLISH |
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| Our July Qwest for Returns newsletter is certainly going to bring forward some discussion points about oil which may not fit into today's generally accepted views - just as it was it not acceptable to talk about the risks and potential reasons for a real estate bubble burst in the U.S. back in 2006. Perhaps this time we can be better prepared for the coming energy challenges - whether man made or delivered by Mother Nature! |
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| July, 2010 |
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| BACK ISSUES |
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| ISSUE #10: AN ANTIDOTE FOR MARKET VOLATILITY |
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| After a credit bubble collapse, history tells us that asset price volatility becomes the new normal. Since 2007, the start of our latest credit bubble burst, asset deflation forces were unleashed and governments, central bankers, businesses and investors have all reacted somewhat predictably. Looking ahead, investors will have to adjust their approach to portfolio management. The buy and hold strategy will carry much more risk and disappointment in the next decade. |
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| June, 2010 |
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| ISSUE #9: A BUMPY INFLATION ROAD |
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| There are many prominent and respected economists and central bankers debating whether
asset prices are going to rise (inflation) or fall (deflation). Depending on which area of the global
community or which country you look at, there are clear indications of either an inflation or deflation
scenario occurring. Investors, more than ever, need to diversify their risk and, most importantly, be able to
adjust their investment portfolios accordingly to mitigate that risk as macro-economic events occur. |
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| May, 2010 |
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| ISSUE #8: IS IT REALLY DIFFERENT THIS TIME? |
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| Loose credit conditions were responsible for the stock market bubble and panics in 1907 and in 1929.
Subsequent responses from government and their policy changes were heralded as the answers to prevent future
misguided fiscal and monetary mismanagement. Over the years, fixes were implemented but investors had to manage
their way through volatile stock markets. The use of today's dynamic asset allocation techniques, based on
effective trend- following models, are ways today's money managers and investors can better navigate through the
current post bubble burst period. |
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| April, 2010 |
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| ISSUE #7: GLOBAL COOLING: PROFITABLE CONTRARIAN INVESTING? |
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| While it is critical that we take serious our collective responsibility for the health of our
global community, scientists today are debating the real cause of global warming and most recently the cooling trends.
Prudent investors should monitor these debates as they may have an impact on their portfolios. For example, if
scientists conclude we are now going through a global cooling phase, this would certainly impact pricing and/or
demand for certain agricultural and energy commodities and subsequently affect portfolios. |
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| March, 2010 |
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| ISSUE #6: HOW THE TREND CAN BE YOUR FRIEND |
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| Around the world economists, politicians and investors continue to debate whether inflation
or deflation is the risk in 2010 and beyond. Traditional asset allocation will not provide expected performance in
either an inflationary or deflationary scenario. There are trend following principles that can assist investors to
navigate through the maze of expert opinions. |
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| February, 2010 |
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| ISSUE #5: WEALTH MANAGEMENT IN AN AGE OF UNCERTAINTY |
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| As we enter 2010, we remain selective and cautious commodity bulls. We believe
investors will be well-served by employing dynamic asset allocation techniques in their investing activities. |
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| January, 2010 |
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| ISSUE #4: WHAT IF EVERY GOLD BUGS' FANTASY CAME TRUE? |
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| We remain gold bulls, but we are not in the extreme gold bugs' camp. In this issue,
we offer an opinion as to why gold going into the stratosphere would not be good for even the extreme gold bugs. |
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| December, 2009 |
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| ISSUE #3: CALL OF THE DECADE: INFLATION OR DEFLATION? |
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| It has often been said, because we tend to forget, the two rules to investing
are: #1 Don't lose money; and #2 Don't forget rule #1. In our November newsletter, we look at the inflation/deflation
debate and how an investor might capitalize on either event becoming a dominant future trend. |
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| November, 2009 |
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| ISSUE #2: SIGNIFICANT NEW FINDS = THE END OF PEAK OIL? |
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| In this issue we present the case for peak oil, emphasizing that talking about peak oil today is not
about how much oil there is in the ground, which we refer to as reserves, but the
potential imbalance in oil extractive flows or, said differently, how much you can bring out of the ground at any one time.
The facts are, the world is facing falling production and it is more difficult and expensive to replace
production in the foreseeable future. |
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| October, 2009 |
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| ISSUE #1: GOING SOUTH TO ARGENTINA |
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| In this issue we explore if the U.S. is making the same mistakes as Argentina did a century ago. Will the U.S. see its competitiveness erode, its economy weaken further and the U.S. Dollar continue its decline? A weakening of the U.S. Dollar could be bullish for commodities. |
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| September, 2009 |
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