Our perspective Archive - Letko, Brosseau & Associates

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Portfolio Update – September 2025
Portfolio Update – September 2025

Global equity markets extended their rebounds from April lows, reaching new all-time highs in August. […]

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Portfolio Update – August 2025
Portfolio Update – August 2025

Improved investor sentiment and stronger-than-expected corporate earnings propelled global equity markets to new highs in July. […]

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Research Insights Webinar – July 2025
Research Insights Webinar – July 2025

David Després, Executive Vice President, sits down with Joël Kaczor, Chief Economist and Senior Portfolio Manager, for an in-depth conversation on key economic developments from the first half of 2025, the current state of the markets, and how LetkoBrosseau is actively positioning portfolios for what’s ahead. […]

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Portfolio Update – July 2025
Portfolio Update – July 2025

Recent market performance has been shaped by uncertainty around tariff policy and rising geopolitical tensions. […]

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Economic and Capital Markets Outlook – Q3 2025
Economic and Capital Markets Outlook – Q3 2025

Breakthroughs in trade talks between the U.S. and its major trading partners buoyed financial markets in the second quarter. […]

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Portfolio Update – June 2025
Portfolio Update – June 2025

Although global trade tensions have eased in recent weeks, as the Trump administration walked back several previously announced tariff measures, the situation remains volatile. […]

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