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Economic and Capital Markets Outlook – Q1 2026

January 2026 Q&A with our Economics Team The global economy has continued to advance despite a number of...

January 2026

By Wesley Scanterbury, Joël Kaczor

Portfolio Update – December 2025

Global equity markets have delivered a strong run over the past eleven months. As we approach year-end, major...

December 2025

Portfolio Update – November 2025

The beginning of the fourth quarter saw continued strength across global equity markets, with major indices reaching new...

November 2025

Research Insights Webinar – October 2025

Olivier Brosseau, Portfolio Manager, Practice Lead, Allan Cyril, Portfolio Manager, join David Maislin, Senior Investment Counsellor for an...

October 2025

By Olivier Brosseau, Allan Cyril, David Maislin

Portfolio Update – October 2025

Global equity markets continued to hit new highs in September, supported by resilient corporate earnings and central bank...

October 2025

Economic and Capital Markets Outlook – Q4 2025

Summary Trade-related distortions are fading and recent readings of economic data suggest the global economy remains broadly resilient....

October 2025

Portfolio Update – September 2025

Global equity markets extended their rebounds from April lows, reaching new all-time highs in August. Year-to-date, the MSCI...

September 2025

Portfolio Update – August 2025

Improved investor sentiment and stronger-than-expected corporate earnings propelled global equity markets to new highs in July. This followed...

August 2025

Research Insights Webinar – July 2025

David Després, Executive Vice President, sits down with Joël Kaczor, Chief Economist and Senior Portfolio Manager, for an...

July 2025

Portfolio Update – July 2025

Recent market performance has been shaped by uncertainty around tariff policy and rising geopolitical tensions. While trade concerns...

July 2025

Economic and Capital Markets Outlook – Q3 2025

Lingering uncertainty over tariffs is expected to temper economic activity in the second half of the year. Our...

July 2025

Portfolio Update – June 2025

Although global trade tensions have eased in recent weeks, as the Trump administration walked back several previously announced...

June 2025

Portfolio Update – May 2025

Global equity markets continue to exhibit elevated volatility. While some areas of the market have already begun to...

May 2025

Research Insights Webinar – April 2025

Our Research Insights webinar is back featuring Stéphane Lebrun, Vice President – Investment Management, and Charmaine Uy, Senior...

May 2025

LetkoBrosseau’s Rohit Khuller invited to speak at the CAASA 2025 Family Office Summit

Rohit Khuller participating on a panel exploring non correlated ideas for Canadian Family Office participants on April 24th,...

April 2025

Portfolio Update – April 2025

Global equity markets experienced a marked increase in volatility over the past month as investors reacted to escalating...

April 2025

Economic and Capital Markets Outlook – Q2 2025

Tariffs and trade policy uncertainty have raised fears of a global downturn. Though the climate of uncertainty has...

April 2025

Portfolio Update – March 2025

As of the time of writing, the Trump administration initially moved forward with broad-based 25% tariffs on imports...

March 2025

Portfolio Update – February 2025

After months of rhetoric and speculation regarding U.S. tariffs on imports from Canada, Mexico, and China, President Trump...

February 2025

Research Insights Webinar

During this live session, we will explore the latest capital market dynamics and highlight the key investment opportunities...

February 2025

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Invest in Canada

September 2021