Portfolio strategy Archives - Page 2 of 9 - Letko, Brosseau & Associates

Portfolio strategy

Portfolio Update – February 2025
Portfolio Update – February 2025

After months of rhetoric and speculation regarding U.S. tariffs on imports from Canada, Mexico, and China […]

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US tariffs on Canadian trade
US tariffs on Canadian trade

Canada and the US have been important trading partners for centuries. The relationship is however of unequal importance to both countries. […]

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2024-25 Highlights
2024-25 Highlights

The global economy proved more resilient than many had anticipated over the past year. […]

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Portfolio Update – December 2024
Portfolio Update – December 2024

Global equity markets continued their upward trajectory following the U.S. election, reaching record highs. […]

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Portfolio Update – November 2024
Portfolio Update – November 2024

As of time of writing, Donald Trump and the Republican Party appear to have secured a strong governing mandate from U.S. voters. […]

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Portfolio Update – October 2024
Portfolio Update – October 2024

Global equity markets reached all-time highs in September after the Federal Reserve cut its policy benchmark, initiating the start of a new easing cycle. […]

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