The beginning of the second quarter of 2024 marked the three-year anniversary of QV’s launch of our Global Small Cap strategy.
What are Credit Premiums Telling Us?
2024-03-27, Gennice Spanier
Investors have seen credit premiums contract in the North American corporate credit market, dipping below the long-term median & edging toward historical lows.
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Unhappy In Their Own Way
2024-03-13, Diana Chaw
There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
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Sifting Through Bias to Find Value
2024-03-06, Amit Shah
As investors, we must be attuned to nuanced qualitative and quantitative signals in financial markets and the overall economy.
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Think Small
2024-02-14, Derek Nichol
While small cap stocks have traded at a premium relative to large cap stocks for most of the last two decades, the last three years have bucked this trend.
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Canadian Market Expectations are High
2024-01-31, Darren Dansereau
Companies in the TSX Composite Index are reporting earnings for the fourth quarter (Q4) of 2023. If looking only at the strength we have seen in equity markets, it would be easy to assume that everything is on track for a strong finish to the 2023 earnings year. However, analysts have forecasted that Q4 2023 earnings will be down 1.1% from the same period in 2022.