Reports |Multiple portfolio managers |Dec. 17, 202017 Dec 2020

2021 Market Outlook

With the rollout of a vaccine for COVID-19, the key condition for a strong recovery is now in place, making 2021 a year of potential for investors with an eye for opportunity and the discipline to prudently manage risk. Read our 2021 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

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Reports |Various |Aug. 6, 20206 Aug 2020

2020 Mid-Year Review

Learn how our active managers recalibrated their expectations and positioning in the wake of the COVID-19 crisis, and where they’re seeing opportunity and risk as markets and economies across the globe make continued progress towards recovery.

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Podcasts |QV Investors |May. 15, 202015 May 2020

Podcast: Ian Cooke on COVID-19

In this 12-minute podcast, portfolio manager Ian Cooke explains why he thinks expectations for a V-, W-, or ‘swoosh’-shaped recovery miss the mark. He also discusses the sectors he’s overweighting and the qualities he looks for in a small-cap stock, particularly under difficult economic conditions.
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Podcasts |Mathew Hermary |Apr. 21, 202021 Apr 2020

Podcast: Mathew Hermary on COVID-19

In this 10-minute podcast, Mathew Hermary discusses some of the portfolio adjustments he’s made to take advantage of opportunities presented by recent market volatility. He also explains what he believes is the best way to approach energy sector positioning given the steep decline in oil prices.

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Conference calls |QV Investors |Apr. 1, 20201 Apr 2020

Conference call replay: Insights on coronavirus & volatility with Joe Jugovic and Ian Cooke

On this call, portfolio managers Joe Jugovic and Ian Cooke of QV Investors discussed the impact of COVID-19 on the markets and provided an update on Fund positioning.

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