Our perspective Archive - Page 9 of 13 - Letko, Brosseau & Associates

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Portfolio Update – November 2021
Portfolio Update – November 2021

Global equity markets have continued their ascent, driven by favourable business conditions and the resulting strong increase in earnings […]

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Portfolio Update – October 2021
Portfolio Update – October 2021

Global equity markets experienced some volatility in September, driven, in part, by the prospect of a debt default by Evergrande, China’s largest real estate developer […]

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Economic and Capital Markets Outlook – Q4 2021
Economic and Capital Markets Outlook – Q4 2021

The global economic recovery is powering ahead. Activity is rebounding impressively and, despite a resurgence in COVID-19 cases, there are many levers for growth […]

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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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