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.
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.
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What are Yields Telling Us?
2025-06-05, Gennice Spanier
QV’s fixed income team unpack recent moves in bond yields and take a step back to focus on fundamentals amidst the turbulent market narratives.
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If You Want Peace, Prepare for War
2025-05-15, Steven Kim
While the “tariff war” causes waves in the markets, we sleep well at night knowing we’re invested in companies that are prepared for these trying times.
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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.