Our perspective Archive - Page 9 of 17 - Letko, Brosseau & Associates

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The Illustrious History of Growth Through Value Investing – Webinar
The Illustrious History of Growth Through Value Investing – Webinar

We believe that the outperformance of growth stocks relative to value in the past decade is an anomaly, such as it was in the 30s and 90s […]

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Portfolio Update – December 2022
Portfolio Update – December 2022

Equity markets increased sharply in the past two months as inflation has shown signs of a downward trend. While fears of persistently high inflation and the impact of aggressive monetary tightening may be beginning to abate […]

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Portfolio Update – November 2022
Portfolio Update – November 2022

Capital market volatility continues to be driven by investor sentiment on the future path of interest rates and the possibility of a recession […]

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Portfolio Update – October 2022
Portfolio Update – October 2022

Equity markets declined during September, with the recent sell-off leaving major indices near June lows. […]

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Economic and Capital Markets Outlook – Q4 2022
Economic and Capital Markets Outlook – Q4 2022

Equity markets closed the third quarter on a volatile note. Higher interest rates, headwinds from the Russia-Ukraine war and sporadic lockdowns in China have increased concerns about global growth. […]

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Portfolio Update – September 2022
Portfolio Update – September 2022

Equity markets declined slightly in August as investors weighed the economic risk of further aggressive action by central banks as they strive to tackle inflation. […]

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