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?
What You Need to Know About Tax Planning in 2025
2025-01-29, Vanessa McNabb
With the sudden prorogation of Parliament, many Canadians are left wondering how the proposed increase to the capital gains inclusion rate will impact them.
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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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The RRIF Drawdown Decision
2024-12-03, Jason Reed
How much do you know about optimal RRIF withdrawals? The complex decision may impact the taxes you pay and the legacy you leave to your loved ones.
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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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2024 Pooled Fund Realized Distribution Guidance
2024-11-25, Vanessa McNabb
This note provides preliminary guidance on the estimated capital gains to be distributed from our pooled funds at the end of the year.
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Protecting Vulnerable Clients
2024-11-13, Vanessa McNabb
An overview of types of financial abuse and how you can protect yourself and your loved ones.
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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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3 Commonly Overlooked Investing Pitfalls
2024-10-30, Amir Yazdani
3 critical “Do Nots” that differentiate our fundamental, quality and value-oriented investment strategy from that of short-term, momentum-oriented investors.