Our perspective Archive - Letko, Brosseau & Associates

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India: a country of great promise
India: a country of great promise

India is home to one of the most promising outlooks in emerging markets, both from a top-down macroeconomic perspective and a bottom-up investment approach. […]

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Portfolio Update – May 2022
Portfolio Update – May 2022

Global equity markets declined in April as multiple factors weighed on investor sentiment. Surging inflation, tighter monetary policy, ongoing risks stemming from the war in Ukraine and renewed pandemic-induced lockdowns in China are contributing to concerns that the risk of a global recession is rising […]

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Pension System’s Divestment of Canadian Equities. The Policy Implications for Canada
Pension System’s Divestment of Canadian Equities. The Policy Implications for 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.
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Economic and Capital Markets Outlook – Q2 2022
Economic and Capital Markets Outlook – Q2 2022

Russia’s invasion of Ukraine and the subsequent sanctions implemented by Western nations have introduced material downside risk to the global economic outlook […]

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Portfolio Update – April 2022
Portfolio Update – April 2022

Global equity markets partially recovered from the initial selloff following Russia’s invasion of Ukraine in February. Year to date […]

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Portfolio Update – March 2022
Portfolio Update – March 2022

The escalation of events provoked by Russia’s invasion of Ukraine has amplified risks to the global economy. The potential disruption to key commodities such as oil, gas, wheat, and certain minerals may cause inflation to increase further in the short term, though this will depend on how long pressures are sustained […]

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