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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. […]
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. […]
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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