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Our Perspective

Mid-Year Market Review – A review of key market developments and the opportunities ahead
Mid-Year Market Review – A review of key market developments and the opportunities ahead

In our third webinar of 2026, Alex Letko, Regional Manager – Central Canada, Portfolio Manager, sits down with David Maislin, Senior Investment Counsellor, for an in-depth conversation on key economic developments from the first half of the year, the current state of the markets, and how LetkoBrosseau is actively positioning portfolios for what’s ahead. […]

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Portfolio Update – July 2026
Portfolio Update – July 2026

Global equity markets have advanced steadily through the first half of 2026, with most major indices posting positive returns year-to-date, despite an environment marked by persistent geopolitical tensions and trade uncertainty. […]

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Economic and Capital Markets Outlook – Q3 2026
Economic and Capital Markets Outlook – Q3 2026

The global economy has proven remarkably durable following a succession of tariff shocks in 2025 and the outbreak of the U.S./Israel-Iran war in 2026. Indeed, recent readings of economic activity point toward continued resilience this year, rather than a sharp deceleration. […]

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