Our perspective Archive - Letko, Brosseau & Associates

Featured Articles

Portfolio Update – June 2024
Portfolio Update – June 2024

Equity markets moved higher during the month of May, after a slight pullback in April. Year-to-date, the S&P 500 is up 15.1% (in Canadian dollars), while the S&P/TSX rose 7.6%, the MSCI ACWI 12.6%, and the MSCI Emerging Markets 6.9%. The global economy was far more resilient than many expected in the past year, with recent developments providing further encouragement. […]

Read More…

Portfolio Update – May 2024
Portfolio Update – May 2024

Despite a slight pullback in the month of April, equities generated strong positive returns year-to-date as market consensus converged on an economic soft-landing scenario and companies reported solid earnings. […]

Read More…

Invest in Canada Letter
Invest in Canada Letter

You have undoubtedly seen our firm’s name linked to the current debate regarding whether Canadian pension funds should be investing more in Canada. […]

Read More…

Portfolio Update – April 2024
Portfolio Update – April 2024

Equity markets delivered positive returns in the first quarter of 2024, fueled in part by lower inflation and expectations of rate cuts. […]

Read More…

Economic and Capital Markets Outlook – Q2 2024
Economic and Capital Markets Outlook – Q2 2024

Consensus forecasts of a sharp economic downturn did not materialize in 2023. Instead, global real GDP advanced by a healthy 3.1%. Entering the second quarter of 2024, broad-based macroeconomic resilience and steady progress on inflation continue to bolster the likelihood of a soft landing […]

Read More…

Portfolio Update – March 2024
Portfolio Update – March 2024

The U.S. economy’s resilience and the prospect of future central bank rate cuts recently propelled the S&P 500 Index above 5,000 to new historic highs […]

Read More…

Concerned about your portfolio?

Subscribe to Letko Brosseau’s newsletter and other publications: