Market insights

  • Market insightsLe point sur les marchésQV InvestorsApr 1, 20201 Apr 2020

    QV Investors on the impact of COVID-19

    Ian Cooke, Vice-President & Portfolio Manager and Joe Jugovic, President & CEO, QV Investors Inc. discuss the impact of COVID-19 on the markets and provide an update on Fund positioning.

    Key takeaways

    • We are cautiously and methodically taking advantage of new opportunities.
    • We believe our portfolios are very well positioned for the anticipated recovery.
    • Our top priority in a downturn like this is avoiding major mistakes.
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  • Market insightsLe point sur les marchésDan BastasicMar 31, 202031 Mar 2020

    Dan Bastasic on the impact of COVID-19

    Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Clarington Investments discusses the impact of COVID-19 on the markets and economy, and provides an update on Fund positioning.

    Key takeaways

    • We may see further market bottoming before the anticipated recovery begins.
    • We expect the economic fallout to be severe but relatively short in duration.
    • We expect defensive stocks to outperform in the months ahead.
    Read

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