Featured Articles

Canada, Against the Odds – Webinar – October 2026
Canada, Against the Odds – Webinar – October 2026

In our fourth webinar of 2026, Charmaine Lim Uy, Senior Portfolio Manager – Consumer Discretionary, and Sankalp Sachdeva, Portfolio Manager – Financials, joined David Maislin to share their insights on Canadian equities. Together, they explored key developments shaping their respective sectors and discuss the opportunities and challenges facing Canadian investors. […]

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Economic and Capital Markets Outlook – Q4 2026
Economic and Capital Markets Outlook – Q4 2026

Recent readings of economic data confirm that the global economy is on track for a healthy expansion in 2026. […]

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Portfolio Update – October 2026
Portfolio Update – October 2026

Global equity markets were resilient through the third quarter of 2026, supported by strong corporate earnings and a steady economic backdrop. Persistent geopolitical tensions, higher energy prices and renewed trade uncertainty continued to influence investor sentiment. […]

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Portfolio Update – September 2026
Portfolio Update – September 2026

Global equity markets have adjusted modestly this month, factoring in inflation concerns amid the continuing conflict in the Middle East. […]

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Portfolio Update – August 2026
Portfolio Update – August 2026

Global equity markets continued to advance in July, reaching new highs and extending the recovery that began at the market’s trough in October 2022. […]

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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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