Research Archives - Letko, Brosseau & Associates

Research

India: a country of great promise
India: a country of great promise

India is home to one of the most promising outlooks in emerging markets, both from a top-down macroeconomic perspective and a bottom-up investment approach. […]

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Pension System’s Divestment of Canadian Equities. The Policy Implications for Canada
Pension System’s Divestment of Canadian Equities. The Policy Implications for Canada

Canadian Pension System’s Divestment of Canadian Equities. This situation has many implications for economic growth and should be a major policy concern for Canadians and our government.
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Doing good while doing well: Our ESG journey
Doing good while doing well: Our ESG journey

Fighting climate change by reducing greenhouse gases released in the atmosphere, ensuring a fairer and more sustainable sharing of wealth, and encouraging openness and transparency are some of the environmental […]

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The climate is changing. Electric vehicles are coming. Should we still invest in oil?
The climate is changing. Electric vehicles are coming. Should we still invest in oil?

Investing in oil companies at a time when climate change is accelerating and the uptake of electric vehicles (EVs) is increasing raises two important questions […]

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To invest, or not to invest in oil? That is the question
To invest, or not to invest in oil? That is the question

We pondered these questions to determine whether we should join in the global movement for fossil fuel divestment or maintain clients’ oil investments […]

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The illustrious history of growth through value investing
The illustrious history of growth through value investing

My mother was always careful about what she paid for everything she bought. She was so happy when she found what she wanted on sale and she certainly did not want to overpay […]

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