Our perspective Archive - Page 16 of 18 - Letko, Brosseau & Associates

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The climate is changing. Electric vehicles are coming. Should we still invest in oil?
The climate is changing. Electric vehicles are coming. Should we still invest in oil?

Investing in oil companies at a time when climate change is accelerating and the uptake of electric vehicles (EVs) is increasing raises two important questions […]

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Economic and Capital Markets Outlook – Q1 2021
Economic and Capital Markets Outlook – Q1 2021

This past year was like no other. The global social disruption and economic damage that followed from the pandemic were without precedent. However, what is truly remarkable is how quickly we are turning the corner. […]

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The illustrious history of growth through value investing
The illustrious history of growth through value investing

My mother was always careful about what she paid for everything she bought. She was so happy when she found what she wanted on sale and she certainly did not want to overpay […]

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Economic and Capital Markets Outlook – Q4 2020
Economic and Capital Markets Outlook – Q4 2020

As COVID-19 cases surged around the world during the first half of 2020, government-mandated shutdowns plunged the global economy into its deepest recession since the 1930s. By IMF estimates, real GDP contracted by 13.6% in developed countries and 11.3% in emerging markets year-on-year during the second quarter […]

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Healthcare Sector Briefing
Healthcare Sector Briefing

Aging populations, unmet medical needs, and emerging market growth offer opportunities in the healthcare industry […]

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Economic and Capital Markets Outlook – Q3 2020
Economic and Capital Markets Outlook – Q3 2020

Trillions of dollars have been injected into the economy, preventing a full-scale financial crisis. This stimulus, along with progress on treatments and a vaccine, suggests the worst of the pandemic’s economic impact may be over. […]

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