David Després, Executive Vice President, sits down with Joël Kaczor, Chief Economist and Senior Portfolio Manager, for an in-depth conversation on key economic developments from the first half of 2025, the current state of the markets, and how LetkoBrosseau is actively positioning portfolios for what’s ahead. […]

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Don’t miss this opportunity to hear directly from our management team and learn how we are navigating the challenges of today’s volatile and complex market environment. […]

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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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We believe that the outperformance of growth stocks relative to value in the past decade is an anomaly, such as it was in the 30s and 90s […]

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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 hope that these discussions will allow you to learn more about these topics. […]

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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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