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Land of Confusion

2025-03-05, Richard Fortin

As economic and geopolitical chaos dominate much of the narrative, refuge can be found in traditionally resilient, but recently overlooked, sectors.

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A Small Cap Perspective on “American Exceptionalism”

2025-02-05, Derek Nichol

Given the apparent strength of the U.S. economy and stock market, you might wonder why our Global Small Cap Strategy only holds a ~13% weight in U.S. equities?

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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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Going Bananas!

2024-12-10, Joe Jugovic

The U.S. has posted returns of nearly 30% so far this year on the back of one of the most highly concentrated and highly valued stock markets in history.

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2024 Responsible Investing Update

2024-11-27, Rachael Lees

Learn how QV’s integrated responsible investing process is enhancing perspectives and investment decision-making

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Politics & Long-term U.S. Equity Returns

2024-11-06, Richard Fortin

While election results often produce increased market volatility, fundamental drivers are superior determinants of equity returns in the long run.

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