In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.
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.
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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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Q1 2025 Market Letter
2025-04-09, Clement Chiang
Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.
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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 – Q3 2024
2024-10-17, Clement Chiang
VP & Portfolio Manager Clement Chiang summarizes key points from our latest quarterly market commentary.