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