Our perspective Archive - Page 4 of 7 - Letko, Brosseau & Associates

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Doing good while doing well: Our ESG journey
Doing good while doing well: Our ESG journey

Fighting climate change by reducing greenhouse gases released in the atmosphere, ensuring a fairer and more sustainable sharing of wealth, and encouraging openness and transparency are some of the environmental […]

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2021 Federal Budget
2021 Federal Budget

On April 19, the federal government tabled its first budget in more than two years. The budget confirms a deficit for the past year, which reflects the current situation […]

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Portfolio update – Letko Brosseau Strategy: on the right track
Portfolio update – Letko Brosseau Strategy: on the right track

There has been a decided shift in the bond market in recent months. Investors have begun to focus on the strength of the economic recovery even as central banks press ahead with bond purchases […]

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Economic and Capital Markets Outlook – Q2 2021
Economic and Capital Markets Outlook – Q2 2021

Global equity markets climbed to new highs in the first quarter of 2021. Robust income growth, record household net worth and high private savings point to significant support for consumer spending as pandemic constraints subside […]

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The climate is changing. Electric vehicles are coming. Should we still invest in oil?
The climate is changing. Electric vehicles are coming. Should we still invest in oil?

Investing in oil companies at a time when climate change is accelerating and the uptake of electric vehicles (EVs) is increasing raises two important questions […]

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To invest, or not to invest in oil? That is the question
To invest, or not to invest in oil? That is the question

We pondered these questions to determine whether we should join in the global movement for fossil fuel divestment or maintain clients’ oil investments […]

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