Portfolio strategy Archives - Page 2 of 7 - Letko, Brosseau & Associates

Portfolio strategy

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. […]

Read More…

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. […]

Read More…

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. […]

Read More…

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 […]

Read More…

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 […]

Read More…

Portfolio Update – August 2023
Portfolio Update – August 2023

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

Read More…

Concerned about your portfolio?

Subscribe to Letko Brosseau’s newsletter and other publications: