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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 – Q3 2026

The global economy has proven remarkably durable following a succession of tariff shocks in 2025 and the outbreak of the U.S./Israel-Iran war in 2026. Indeed, recent readings of economic activity point toward continued resilience this year, rather than a sharp deceleration. […]

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. […]