Revised job reports, rate cuts and unconventional policies have kept investors on their toes, while markets generated annual-sized returns over Q3.
Staying Disciplined When Markets Reward Recklessness
2025-09-10, Jason Reed
Markets have been fueled by speculation since the April bottom, with investors dumping money into unprofitable companies and short-term trends like meme stocks.
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Global Opportunities Amidst All-Time Highs
2025-08-27, Mathew Hermary
With the S&P 500 trading near record high valuations, investors have been questioning future return prospects for the US stock market.
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Navigating Uncertainty – Christmas In July?
2025-07-30, Diana Chaw
With a great deal of uncertainty in the markets, the QV Canadian Large Cap team explores valuation risk, earnings risk and pockets of opportunity in this week’s Insight.
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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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Inside QV: Who We Are & How We Invest
2025-06-18, Darren Dansereau
CEO Darren Dansereau shares more about who we are, what sets us apart and how we approach portfolio risk management.