Our perspective Archive - Letko, Brosseau & Associates

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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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Portfolio Update – October 2025
Portfolio Update – October 2025

Global equity markets continued to hit new highs in September, supported by resilient corporate earnings and central bank rate cuts. […]

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Economic and Capital Markets Outlook – Q4 2025
Economic and Capital Markets Outlook – Q4 2025

Trade-related distortions are fading and recent readings of economic data suggest the global economy remains broadly resilient. […]

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LetkoBrosseau’s Rohit Khuller invited to speak at the CAASA 2025 Family Office Summit
LetkoBrosseau’s Rohit Khuller invited to speak at the CAASA 2025 Family Office Summit

Rohit Khuller participating on a panel exploring non correlated ideas for Canadian Family Office participants on April 24th, 2025 at the Canadian Association of Alternative Strategies and Assets (CAASA) conference in Toronto. […]

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Portfolio Update – September 2025
Portfolio Update – September 2025

Global equity markets extended their rebounds from April lows, reaching new all-time highs in August. […]

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Portfolio Update – August 2025
Portfolio Update – August 2025

Improved investor sentiment and stronger-than-expected corporate earnings propelled global equity markets to new highs in July. […]

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