Our perspective Archive - Page 3 of 14 - Letko, Brosseau & Associates

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Portfolio Update – October 2023
Portfolio Update – October 2023

Capital markets declined in September as investor sentiment regarding the global economy turned negative. Nevertheless, markets are up year-to-date […]

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The Pension System – FAQ
The Pension System – FAQ

Pension funds’ reduced allocation to Canadian investments over the last 30 years is well documented […]

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Portfolio Update – September 2023
Portfolio Update – September 2023

Global equity markets experienced some volatility in August, driven in part by the uncertainty surrounding further interest rate hikes in developed markets and concerns over economic weakness in China […]

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Portfolio Update – August 2023
Portfolio Update – August 2023

Global equity markets delivered positive returns in July, following a strong first half of the year. […]

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Portfolio Update – July 2023
Portfolio Update – July 2023

Equity markets ended a volatile first half of the year in positive territory […]

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Economic and Capital Markets Outlook – Q3 2023
Economic and Capital Markets Outlook – Q3 2023

Forecasts of an imminent recession are difficult to reconcile with recent economic developments. Despite strong headwinds related to restrictive monetary policy and persistent inflation, the global economy has remained resilient […]

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