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

Portfolio strategy

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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Portfolio Update – September 2024
Portfolio Update – September 2024

Following steep losses at the beginning of August, global stock indices have recorded strong recoveries. […]

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