QV Investors - 2025 Client Reception скачать в хорошем качестве

QV Investors - 2025 Client Reception

What shaped markets this year – and what's next? At our annual client event, Markets & Music, QV's CIO, Mathew Hermary, shared a thoughtful review of economic themes that defined the past year and key indicators we’re watching for in the year ahead. Take a look for an in-depth review of today's most discussed topics – from fiscal policy and tariffs to the developing role of AI in the global economy. Highlights include: 0:00 Average Annual US Stock Market Returns 1:43 US Economic Policy Uncertainty 2:27 Cyclical Bull Markets 3:13 Interest Rate Cuts 3:51 Tariff Impacts on Financial Markets 6:32 US Deficit, Fiscal Policy & Inflation 9:49 AI Impacts on Financial Markets 16:48 Navigating an Unknown Future QV Investors is an independent, employee-owned asset and wealth management firm based in Calgary. We provide active, discretionary investment management for Canadian institutions and high-net-worth individuals. For more insights and updates from QV, please visit our website: www.qvinvestors.com