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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.
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”.
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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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.
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