Our perspective Archive - Page 10 of 14 - Letko, Brosseau & Associates

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Investor Forum 2021
Investor Forum 2021

We would like to share our thoughts on these global events as well as a few key topics related to our portfolio strategy, notably how Sustainable Investing can be integrated in natural resource investing and how to profit from secular trends in the information technology industry […]

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Portfolio Update – September 2021
Portfolio Update – September 2021

Global equity markets hit new highs in August as companies continued to report strong earnings […]

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Portfolio Update
Portfolio Update

Global equity markets have recorded double-digit total returns year-to-date to July 31st […]

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Economic and Capital Markets Outlook – Q3 2021
Economic and Capital Markets Outlook – Q3 2021

The world economy is on course to deliver the strongest year of growth in more than a decade. The current structural backdrop reinforces our optimism that a new cyclical expansion is well underway […]

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Doing good while doing well: Our ESG journey
Doing good while doing well: Our ESG journey

Fighting climate change by reducing greenhouse gases released in the atmosphere, ensuring a fairer and more sustainable sharing of wealth, and encouraging openness and transparency are some of the environmental […]

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2021 Federal Budget
2021 Federal Budget

On April 19, the federal government tabled its first budget in more than two years. The budget confirms a deficit for the past year, which reflects the current situation […]

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