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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This 30-minute session covers:

  • Top-Down Economic View: Our analysis of the economic environment over the first half of the year and our outlook ahead.
  • Bottom-Up Portfolio Strategy: Learn how we are managing your portfolio to ensure resilience and maintaining a focus on capturing long-term growth opportunities.
  • Q&A Session: A chance for viewers to ask questions and engage directly with our investment experts.