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Economic and Capital Markets Outlook – Q2 2026
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. […]

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Economic and Capital Markets Outlook – Q1 2026
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. […]

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Economic and Capital Markets Outlook – Q4 2025
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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Emerging Markets: Long-Term Structural Opportunity
Emerging Markets: Long-Term Structural Opportunity

In this featured segment from our Emerging Markets webinar held in March, LetkoBrosseau Portfolio Manager Yongai Xu discusses the economic indicators and structural drivers that support the fundamentals of emerging markets. […]

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Emerging Markets Valuation Gap: What Could Drive Convergence?
Emerging Markets Valuation Gap: What Could Drive Convergence?

In this featured segment from our Emerging Markets webinar held in March, LetkoBrosseau Portfolio Manager Rohit Khuller explores the valuation gap between emerging and developed markets and discusses potential catalysts that could help narrow this gap over time. […]

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Economic and Capital Markets Outlook – Q3 2025
Economic and Capital Markets Outlook – Q3 2025

Breakthroughs in trade talks between the U.S. and its major trading partners buoyed financial markets in the second quarter. […]

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