With global valuations the cheapest they’ve been relative to the S&P 500, we are finding opportunities outside the US.
When Stretched Balance Sheets Become Investment Opportunities
2024-08-21, Gennice Spanier
Some of our best credit opportunities arise when solid business fundamentals are met with temporarily stretched balance sheets.
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Market Cracks & Continued Opportunities
2024-08-07, Joe Jugovic
Amidst the volatility, Joe Jugovic is focused on opportunities as he highlights the recent takeout activity within our Canadian small cap strategy.
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‘Sticking Around’ with CCL Industries
2024-07-24, Daniel Morgan
Despite slower-than-expected growth over the past five years, CCL Industries demonstrates strong business fundamentals and tangible opportunities for growth.
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QV Market Insights – Q2 2024
2024-07-18, Mathew Hermary
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.
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Q2 2024 Market Commentary
2024-07-10, Mathew Hermary
The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.