In the face of rising valuations, we must ask ourselves what is driving performance when determining whether to hold, add or move on.
Q4 2025 Market Letter
2026-01-12, Mathew Hermary
In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.
MORE >
A Perspective on Performance (and a Musical Dream Foregone)
2025-12-05, Joe Jugovic
From a commodity collapse to the internet bubble, Joe’s stories from over 25 years in the business feel especially relevant in today’s environment.
MORE >
2025 Responsible Investing Update
2025-11-19, Richard Fortin
Learn how QV’s integrated responsible investing process is enhancing perspectives and investment decision-making.
MORE >
2025 Client Reception Video
2025-10-29, Mathew Hermary
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.
MORE >
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.