As Canada-U.S. trade relations evolve, we examine the risks, opportunities, and why resilience remains central to our investment approach.
Treasuries on the Rise
2026-09-16, Gennice Spanier
We break down the key drivers behind the recent rise in long U.S. Treasury yields and explain what these developments mean for both stocks and bonds.
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Shifting Global Opportunities
2026-08-12, Mathew Hermary
Individual stock volatility has reached levels rarely seen since the dot-com era, allowing us to own high-quality businesses at increasingly reasonable prices.
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Q2 2026 Market Letter
2026-07-09, Mathew Hermary
Global equities surged in Q2, supported by massive AI infrastructure spending. QV is finding opportunities in quality businesses beyond the current narrative.
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From Super Bowls to Stock Picks:
2026-06-24, Diana Chaw
We’re not in the business of predicting the future. Instead, we diversify based on a balance of probabilities, which doesn’t require a crystal ball.
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Q1 2026 Market Letter
2026-04-10, Clement Chiang
Attacks on Iran have sent ripples through financial markets. The loss of life has been tragic, while it remains unclear how the conflict will be resolved.