Our perspective Archive - Letko, Brosseau & Associates

Featured Articles

Portfolio Update – July 2025
Portfolio Update – July 2025

Recent market performance has been shaped by uncertainty around tariff policy and rising geopolitical tensions. […]

Read More…

Economic and Capital Markets Outlook – Q3 2025
Economic and Capital Markets Outlook – Q3 2025

Breakthroughs in trade talks between the U.S. and its major trading partners buoyed financial markets in the second quarter. […]

Read More…

Portfolio Update – June 2025
Portfolio Update – June 2025

Although global trade tensions have eased in recent weeks, as the Trump administration walked back several previously announced tariff measures, the situation remains volatile. […]

Read More…

Portfolio Update – May 2025
Portfolio Update – May 2025

Global equity markets continue to exhibit elevated volatility. While some areas of the market have already begun to price in the anticipated impact of tariffs and shifting trade dynamics, uncertainty remains amid shifting timelines, evolving policies, and ongoing trade negotiations. […]

Read More…

Research Insights Webinar – April 2025
Research Insights Webinar – April 2025

Don’t miss this opportunity to hear directly from our management team and learn how we are navigating the challenges of today’s volatile and complex market environment. […]

Read More…

Portfolio Update – April 2025
Portfolio Update – April 2025

Global equity markets experienced a marked increase in volatility over the past month as investors reacted to escalating trade policy uncertainty. […]

Read More…

Concerned about your portfolio?

Subscribe to Letko Brosseau’s newsletter and other publications: