Portfolio strategy Archives - Letko, Brosseau & Associates

Portfolio strategy

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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Portfolio Update – December 2023
Portfolio Update – December 2023

Following consecutive months of volatility, global equity markets rebounded strongly in November due primarily to positive developments on the inflation front. […]

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Portfolio Update – November 2023
Portfolio Update – November 2023

Global equity markets experienced volatility in October primarily due to heightened geopolitical tension and slowing global growth. […]

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