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Our Perspective

Portfolio Update – December 2025
Portfolio Update – December 2025

Global equity markets have delivered a strong run over the past eleven months. As we approach year-end, major indices remain on track for a third consecutive year of double-digit gains. […]

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Portfolio Update – November 2025
Portfolio Update – November 2025

The beginning of the fourth quarter saw continued strength across global equity markets, with major indices reaching new all-time highs amid continued investor optimism and resilient corporate earnings. […]

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Research Insights Webinar – October 2025
Research Insights Webinar – October 2025

In our latest webinar, we dove into how AI is transforming today’s markets and how LetkoBrosseau is leveraging it operationally to enhance its investment strategies. […]

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