Portfolio strategy Archives - Page 2 of 6 - Letko, Brosseau & Associates

Portfolio strategy

Portfolio Update – October 2023
Portfolio Update – October 2023

Capital markets declined in September as investor sentiment regarding the global economy turned negative. Nevertheless, markets are up year-to-date […]

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Portfolio Update – September 2023
Portfolio Update – September 2023

Global equity markets experienced some volatility in August, driven in part by the uncertainty surrounding further interest rate hikes in developed markets and concerns over economic weakness in China […]

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Portfolio Update – August 2023
Portfolio Update – August 2023

Global equity markets delivered positive returns in July, following a strong first half of the year. […]

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Portfolio Update – July 2023
Portfolio Update – July 2023

Equity markets ended a volatile first half of the year in positive territory […]

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Portfolio Update – June 2023
Portfolio Update – June 2023

Markets were volatile during the past month as investors weighed the risks of the U.S. breaching its debt ceiling and the possibility of further interest rate hikes. […]

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Portfolio Update – May 2023
Portfolio Update – May 2023

Equity markets moved higher during the month of April, following a volatile March. […]

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