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Economic and Capital Markets Outlook Q2 2026

The world economy has sustained a series of profound shocks in recent years, including the pandemic, the Russia/Ukraine war, high inflation and tariff hikes.

Global Investment Management

Founded in 1987, Letko, Brosseau & Associates Inc. is an independent investment manager with offices in Montreal, Toronto and Calgary. The firm manages funds for both institutional investors and private clients.

Our aim is to safeguard and responsibly grow the assets that our clients have entrusted to us. We are committed to acting ethically, always serving clients’ interests.

About Letko Brosseau

Our Perspective

Economic and Capital Markets Outlook – Q2 2026

The world economy has sustained a series of profound shocks in recent years, including the pandemic, the Russia/Ukraine war, high inflation and tariff hikes. With the onset of the U.S./Israel-Iran war, it appears that global resilience will once again be tested. […]

Economic and Capital Markets Outlook – Q1 2026

Q&A with our Economics Team. The global economy has continued to advance despite a number of major headwinds in recent years. […]

Economic and Capital Markets Outlook – Q4 2025

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

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