Our perspective Archive - Letko, Brosseau & Associates

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Invest in Canada Letter
Invest in Canada Letter

You have undoubtedly seen our firm’s name linked to the current debate regarding whether Canadian pension funds should be investing more in Canada. […]

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Portfolio Update – April 2024
Portfolio Update – April 2024

Equity markets delivered positive returns in the first quarter of 2024, fueled in part by lower inflation and expectations of rate cuts. […]

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Economic and Capital Markets Outlook – Q2 2024
Economic and Capital Markets Outlook – Q2 2024

Consensus forecasts of a sharp economic downturn did not materialize in 2023. Instead, global real GDP advanced by a healthy 3.1%. Entering the second quarter of 2024, broad-based macroeconomic resilience and steady progress on inflation continue to bolster the likelihood of a soft landing […]

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Portfolio Update – March 2024
Portfolio Update – March 2024

The U.S. economy’s resilience and the prospect of future central bank rate cuts recently propelled the S&P 500 Index above 5,000 to new historic highs […]

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Portfolio Update – February 2024
Portfolio Update – February 2024

Global equity markets are off to a solid start in 2024 with the S&P 500 reaching a record high during the month. The global economy was far more resilient than many expected in the past year and recent developments provide further encouragement. […]

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2023-24 Highlights
2023-24 Highlights

As we begin a new year, many of us take a moment to look back on past events and set goals for the future. […]

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