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Invest in 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.
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

Portfolio Update – July 2022

The month of June saw broad-based declines across major asset classes. Rising inflation and the prospect of aggressive rate hikes led investors to price in a higher probability of recession […]

Economic and Capital Markets Outlook – Q3 2022

Rising interest rates, high inflation, the Russia-Ukraine war, and renewed lockdowns in China all present challenges to the world economy. While recent indicators of activity confirm global growth is decelerating, it is too soon to conclude current events will trigger a broad-based recession as conditions vary greatly among regions […]

Portfolio Update – June 2022

Global equity markets extended their declines during the month of May, with high-priced technology shares once again suffering the steepest pullbacks […]