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Canadian Pension System’s Divestment of Canadian Equities.
This situation has many implications for economic growth and should be a major policy concern for Canadians and our government.

The Canary in the coal mine.

Economic and Capital Markets Outlook
Q2 2022

Russia’s invasion of Ukraine and the subsequent sanctions implemented by Western nations have introduced material downside risk to the global economic outlook […]

Invest in Canada - Press Release

LetkoBrosseau, a leading Canadian investment manager, today announces its concerns about the significant reduction of investment in Canadian publicly traded equities by the country’s pension fund industry [...]

Investor Forum 2021

We cordially invite you to join us to hear our thoughts on recent global events as well as a few key topics related to our portfolio strategy, notably how Sustainable Investing can be integrated in natural resource investing and how to profit from secular trends in the information technology industry.

Asset Allocation for Tomorrow’s World

The most important investment decision for affluent individuals and their families.

The climate is changing. Electric vehicles are coming. Should we still invest in oil?

Investing in oil companies at a time when climate change is accelerating and the uptake of electric vehicles (EVs) is increasing raises two important questions […]

Global Investment Management

Founded in 1987, Letko, Brosseau & Associates Inc. is an independent investment manager with offices in Montreal, Toronto and Calgary. The firm manages funds for both institutional investors and private clients.

Our aim is to safeguard and responsibly grow the assets that our clients have entrusted to us. We are committed to acting ethically, always serving clients’ interests.

About Letko Brosseau

Our Perspective

India: a country of great promise

India is home to one of the most promising outlooks in emerging markets, both from a top-down macroeconomic perspective and a bottom-up investment approach. […]

Portfolio Update – May 2022

Global equity markets declined in April as multiple factors weighed on investor sentiment. Surging inflation, tighter monetary policy, ongoing risks stemming from the war in Ukraine and renewed pandemic-induced lockdowns in China are contributing to concerns that the risk of a global recession is rising […]

Pension System’s Divestment of Canadian Equities. The Policy Implications for Canada

Canadian Pension System’s Divestment of Canadian Equities. This situation has many implications for economic growth and should be a major policy concern for Canadians and our government.
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