Mathew Hermary provides an in-depth look at today’s most discussed topics, from fiscal policy and tariffs to the developing role of AI in the global economy.
Q3 2025 Market Letter
2025-10-08, Clement Chiang
Revised job reports, rate cuts and unconventional policies have kept investors on their toes, while markets generated annual-sized returns over Q3.
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Staying Disciplined When Markets Reward Recklessness
2025-09-10, Jason Reed
Markets have been fueled by speculation since the April bottom, with investors dumping money into unprofitable companies and short-term trends like meme stocks.
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Global Opportunities Amidst All-Time Highs
2025-08-27, Mathew Hermary
With the S&P 500 trading near record high valuations, investors have been questioning future return prospects for the US stock market.
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Navigating Uncertainty – Christmas In July?
2025-07-30, Diana Chaw
With a great deal of uncertainty in the markets, the QV Canadian Large Cap team explores valuation risk, earnings risk and pockets of opportunity in this week’s Insight.
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Q2 2025 Market Letter
2025-07-09, Mathew Hermary
Trade war uncertainty sent global stock markets on a wild ride in Q2, approaching bear market territory before the S&P 500 staged the sharpest recovery on record.