Featured Articles

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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Portfolio Update – June 2026
Portfolio Update – June 2026

Global equity markets have recovered from their first-quarter lows. […]

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In the Money with Amber Kanwar  Everyone’s Bearish on Canada. This $22B Fund Isn’t.
In the Money with Amber Kanwar Everyone’s Bearish on Canada. This $22B Fund Isn’t.

Alex Letko, Regional Manager – Central Canada, Portfolio Manager joined Amber Kanwar on In the Money to discuss why he sees encouraging opportunities in Canada and abroad despite ongoing market uncertainty. The conversation explored Canadian banks, telecoms, AI-driven global semiconductor trends, emerging markets, and several long-term investment themes shaping today’s markets. The podcast is only in English so we should put just the English on the website. It can go under Investor Forum. […]

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Portfolio Update – May 2026
Portfolio Update – May 2026

Global equity markets advanced in April, with major indices returning to positive territory despite an environment characterized by volatility and persistent geopolitical tensions. […]

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