Portfolio strategy Archives - Page 8 of 9 - Letko, Brosseau & Associates

Portfolio strategy

Portfolio Update – December 2021
Portfolio Update – December 2021

Global financial markets experienced some turmoil over the last two weeks, driven by the emergence of Omicron, a new variant of Covid-19. This, combined with expectations that central banks may begin to raise interest rates sooner than many expected, put pressure on equity markets […]

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Portfolio Update – November 2021
Portfolio Update – November 2021

Global equity markets have continued their ascent, driven by favourable business conditions and the resulting strong increase in earnings […]

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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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