Reports | Various | Dec. 15, 2023

2024 Market Outlook

Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead. 

Read report
CE Credits | Videos | Webcasts | Various | Nov. 20, 2023

Cash Isn’t King: Active Insights for Long-Term Wealth Creation

Our recent webinar took a deep dive into the question that’s on everyone’s mind: with interest rates so high, are cash instruments sufficient for building wealth for the long term? Watch the session replays or read the summaries to learn why our portfolio managers believe the answer is no and why today, as much as ever, investment success requires an active approach that leverages the full spectrum of asset class and regional opportunities. The event also included an insightful and engaging keynote presentation on advisory industry trends by Michael Kitces, one of North America’s leading advisor coaches.

  • Standing Apart: Investing with Conviction for the Long Term
    Adam Mushaweh, Loomis, Sayles & Company
    Video | Summary
  • Quality Counts: Why Canadian Small Caps Are Still Compelling
    Steven Kim, QV Investors
    Video | Summary
  • Income-Focused Investing: An All-Weather Formula for the Long Term
    Dan Bastasic & Dan Rohinton, iA Global Asset Management
    Video | Summary
  • Thinking Outside the Style Box: Global Opportunities for Long-Term Wealth Creation
    Eileen Riley, Loomis, Sayles & Company
    Video | Summary
  • Keynote: Five Industry Trends Reshaping Financial Advice
    Michael Kitces,
    Video | Summary
CE Credit
Videos | QV Investors | Oct. 12, 2023

Update on the IA Clarington Canadian Small Cap Fund

Portfolio manager Steven Kim discusses fund positioning, the case for equities versus cash, and more.

CE Credits | Webcasts | QV Investors | Jun. 21, 2023

Update on the IA Clarington Global Equity Fund

Portfolio manager Mathew Hermary provides an update on performance and positioning for the IA Clarington Global Equity Fund and takes questions on a wide range of topics, including:

  • Characteristics of the fund’s holdings that position them for success in an inflationary environment
  • How the fund is participating in the AI revolution
  • QV’s approach to the energy transition

CE Credit

Watch replay Read summary
Videos | QV Investors | Mar. 2, 2023

Quality-Focused Investing

Portfolio managers Steven Kim and Mathew Hermary provide an update on the IA Clarington Canadian Small Cap Fund and IA Clarington Global Equity Fund.