Investor Forum 2022

As of the beginning of 2022 a cascade of geopolitical events has impacted both the global economy and financial markets.

We will begin by proposing an economic review to offer an interpretation of the current environment and discuss what the future may hold for the coming months.  We will subsequently review the portfolio strategy in relation to the economic context.

We hope that these discussions will allow you to learn more about these topics.

Economic environment

By Joël Kaczor – Senior Portfolio Manager, Partner

“The challenge is definitely the inflation.  It is the result of big stimuli measures and the disruption of the supply chain caused by the pandemic.  The combination of these two factors  is what catalyzed the increase of prices, which is the definition of inflation”.

Asset allocation strategy

By Yongai Xu – Portfolio Manager, Partner

“There is a lot of economic uncertainty right now, but despite the economic slowdown and uncertainty, we continue to favor the stock market because we believe it presents a lot of good opportunities and companies with interesting growth prospect and attractive valuations”.

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Legal notes

The information and opinions expressed herein are provided for informational purposes only, are subject to change and are not intended to provide, and should not be relied upon for, accounting, legal or tax advice or investment recommendations. Unless otherwise indicated, information included herein is presented as of the dates indicated. While the information presented herein is believed to be accurate at the time it is prepared, Letko, Brosseau & Associates Inc. cannot give any assurance that it is accurate, complete and current at all times.
Where the information contained in this presentation has been obtained or derived from third-party sources, the information is from sources believed to be reliable, but the firm has not independently verified such information. No representation or warranty is provided in relation to the accuracy, correctness, completeness or reliability of such information. Any opinions or estimates contained herein constitute our judgment as of this date and are subject to change without notice.
Past performance is not a guarantee of future returns. All investments pose the risk of loss and there is no guarantee that any of the benefits expressed herein will be achieved or realized.
The information provided herein does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
This presentation may contain certain forward-looking statements which reflect our current expectations or forecasts of future events concerning the economy, market changes and trends. Forward-looking statements are inherently subject to, among other things, risks, uncertainties and assumptions regarding currencies, economic growth, current and expected conditions, and other factors that are believed to be appropriate in the circumstances which could cause actual events, results, performance or prospects to differ materially from those expressed in, or implied by, these forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements.

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