Portfolio strategy Archives - Letko, Brosseau & Associates

Portfolio strategy

Portfolio Update – June 2024
Portfolio Update – June 2024

Equity markets moved higher during the month of May, after a slight pullback in April. Year-to-date, the S&P 500 is up 15.1% (in Canadian dollars), while the S&P/TSX rose 7.6%, the MSCI ACWI 12.6%, and the MSCI Emerging Markets 6.9%. The global economy was far more resilient than many expected in the past year, with recent developments providing further encouragement. […]

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Portfolio Update – May 2024
Portfolio Update – May 2024

Despite a slight pullback in the month of April, equities generated strong positive returns year-to-date as market consensus converged on an economic soft-landing scenario and companies reported solid earnings. […]

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Portfolio Update – April 2024
Portfolio Update – April 2024

Equity markets delivered positive returns in the first quarter of 2024, fueled in part by lower inflation and expectations of rate cuts. […]

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Portfolio Update – March 2024
Portfolio Update – March 2024

The U.S. economy’s resilience and the prospect of future central bank rate cuts recently propelled the S&P 500 Index above 5,000 to new historic highs […]

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Portfolio Update – February 2024
Portfolio Update – February 2024

Global equity markets are off to a solid start in 2024 with the S&P 500 reaching a record high during the month. The global economy was far more resilient than many expected in the past year and recent developments provide further encouragement. […]

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2023-24 Highlights
2023-24 Highlights

As we begin a new year, many of us take a moment to look back on past events and set goals for the future. […]

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