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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Staying the Course
2025-05-28, Jason Reed
While our economic system is not always perfect, there are powerful incentives at play for investors that can stomach a little volatility.
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If You Want Peace, Prepare for War
2025-05-15, Canadian Small Cap Team
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.