In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.
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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QV Market Insights – Q2 2024
2024-07-18, Mathew Hermary
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.
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Q2 2024 Market Commentary
2024-07-10, Mathew Hermary
The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.
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Q4 2023 Market Commentary
2024-01-10, Mathew Hermary
While economic and market risks are evident, CIO Mathew Hermary highlights an attractive environment for risk-conscious value investors.