Portfolio strategy Archives - Page 3 of 8 - Letko, Brosseau & Associates

Portfolio strategy

Portfolio Update – February 2024
Portfolio Update – February 2024

Global equity markets are off to a solid start in 2024 with the S&P 500 reaching a record high during the month. The global economy was far more resilient than many expected in the past year and recent developments provide further encouragement. […]

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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. […]

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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. […]

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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. […]

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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 […]

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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 […]

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