Our perspective Archive - Page 3 of 19 - Letko, Brosseau & Associates

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Economic and Capital Markets Outlook – Q2 2025
Economic and Capital Markets Outlook – Q2 2025

Punitive U.S. tariffs destabilized markets in the first quarter. […]

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Portfolio Update – March 2025
Portfolio Update – March 2025

As of the time of writing, the Trump administration initially moved forward with broad-based 25% tariffs on imports from Canada, with Canadian energy facing a lower tariff of 10%. However, three days following the announcement, the administration granted a 30-day exemption on tariffs for Canada and Mexico on products covered under the USMCA […]

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Portfolio Update – February 2025
Portfolio Update – February 2025

After months of rhetoric and speculation regarding U.S. tariffs on imports from Canada, Mexico, and China […]

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Research Insights Webinar
Research Insights Webinar

During this livesession, we will explore the latest capital market dynamics and highlight the key investment opportunities we see for the year ahead. […]

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US tariffs on Canadian trade
US tariffs on Canadian trade

Canada and the US have been important trading partners for centuries. The relationship is however of unequal importance to both countries. […]

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2024-25 Highlights
2024-25 Highlights

The global economy proved more resilient than many had anticipated over the past year. […]

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