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Q2 2021 Commentary

2021-07-09, Joe Jugovic

Over a year has passed since the bottom of the pandemic-induced global bear market. Financial markets continued to focus on the light at the end of the tunnel.

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When Small Thinks Big: Introducing The QV Global Small Cap Fund

2021-06-25, Derek Nichol

The new strategy provides additional diversification while harnessing the same investment approach employed across all existing mandates.

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The Perils Of The Unknown Unknowns

2021-06-11, Daniel Morgan

Persistently exploring new ideas while keeping abreast of changes in the economy can increase the odds that we’ll avoid the perils of the unknown unknowns.

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The Great White Short (Updated)

2021-06-04, Diana Chaw

One year later, we provide an update on investment considerations and the health of Canadian banks.

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Worrying Top-Down, Investing Bottom-Up

2021-05-28, Steven Kim

Despite the continued economic recovery anticipated in North America this year, ample concerns remain from a top-down perspective.

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Quality And Value Through Dividend Growth

2021-05-14, Richard Fortin

Not all dividend strategies are created equal. Including long-term dividend growth companies in investment portfolios can yield tangible benefits.

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Inflation On The Rise

2021-05-07, Jason Reed

Consumer spending is expected to accelerate into the summer as economies re-open. Considerations for investors in light of rising inflation.

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Weight Management

2021-04-30, Darren Dansereau

An example of how we balance quality and value considerations to determine portfolio weights.

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Staring Down The Unwinding Road

2021-04-23, Clement Chiang

Investment considerations as the Bank of Canada begins to taper its purchases of Government of Canada bonds.

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Don’t Hate The Player…

2021-02-05, Vanessa McNabb

GameStop’s extraordinary surge came to an abrupt halt this week. The appeal was never in any underlying fundamentals, it was in the game itself.

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