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Economic and Capital Markets Outlook Q3 2023

Forecasts of an imminent recession are difficult to reconcile with recent economic developments. Despite strong headwinds related to restrictive monetary policy and persistent inflation, the global economy has remained resilient. […]

Mitigating risk in emerging markets through ESG integration

According to Yongai Xu, incorporating an ESG focus to investment philosophy allows emerging market strategies to create long-term sustainable value.
She further expands on this issue in a feature article with Financial Post.

Podcast: Learning more about the oil and gas industry

Victor Swishchuk, portfolio manager, dives into the upstream section of the Energy Sector on the “Value Hive” podcast, hosted by Brandon Beylo.

Net-Zero Research Series Part 1: Understanding the Science

Welcome to the first installment of our Net-Zero Research Series, a collection of insights from our Climate Change Committee […]

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.

Asset Allocation for Tomorrow’s World

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

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 – September 2023

Global equity markets experienced some volatility in August, driven in part by the uncertainty surrounding further interest rate hikes in developed markets and concerns over economic weakness in China […]

Portfolio Update – August 2023

Global equity markets delivered positive returns in July, following a strong first half of the year. […]

Portfolio Update – July 2023

Equity markets ended a volatile first half of the year in positive territory […]