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

Portfolio strategy

Portfolio Update – October 2021
Portfolio Update – October 2021

Global equity markets experienced some volatility in September, driven, in part, by the prospect of a debt default by Evergrande, China’s largest real estate developer […]

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Portfolio Update – September 2021
Portfolio Update – September 2021

Global equity markets hit new highs in August as companies continued to report strong earnings […]

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Portfolio Update
Portfolio Update

Global equity markets have recorded double-digit total returns year-to-date to July 31st […]

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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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Update on the coronavirus outbreak
Update on the coronavirus outbreak

As a result of recent developments, we would like to update you on our thoughts regarding the potential economic and financial market impact of the coronavirus. […]

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