Our perspective Archive - Page 10 of 17 - Letko, Brosseau & Associates

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Net-Zero Research Series Part 1: Understanding the Science
Net-Zero Research Series Part 1: Understanding the Science

Welcome to the first installment of our Net-Zero Research Series, a collection of insights from our Climate Change Committee […]

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Portfolio Update – August 2022
Portfolio Update – August 2022

Global equity markets delivered positive returns during the month of July, following a difficult first half of the year […]

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Portfolio Update – July 2022
Portfolio Update – July 2022

The month of June saw broad-based declines across major asset classes. Rising inflation and the prospect of aggressive rate hikes led investors to price in a higher probability of recession […]

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Economic and Capital Markets Outlook – Q3 2022
Economic and Capital Markets Outlook – Q3 2022

Rising interest rates, high inflation, the Russia-Ukraine war, and renewed lockdowns in China all present challenges to the world economy […]

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Portfolio Update – June 2022
Portfolio Update – June 2022

Global equity markets extended their declines during the month of May, with high-priced technology shares once again suffering the steepest pullbacks […]

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India: a country of great promise
India: a country of great promise

India is home to one of the most promising outlooks in emerging markets, both from a top-down macroeconomic perspective and a bottom-up investment approach. […]

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