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.
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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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.
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Q4 2024 Market Commentary
2025-01-08, Mathew Hermary
The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.
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2024 Client Reception
2024-10-04, Mathew Hermary
Watch the replay of formal remarks by CIO Mathew Hermary at QV’s 2024 client reception.
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QV Market Insights – Q2 2024
2024-07-18, Mathew Hermary
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.