Our perspective Archive - Page 12 of 17 - Letko, Brosseau & Associates

Featured Articles

2021-22 Highlights
2021-22 Highlights

The second year of the pandemic brought us several new challenges and opportunities. We continued to work remotely and though we all hoped for a gradual return to the office, ensuring the health and safety of our employees remained our highest priority. In-person meetings were few and far between, so we expanded our use of digital tools to increase the frequency of communication […]

Read More…

Economic and Capital Markets Outlook – Q1 2022
Economic and Capital Markets Outlook – Q1 2022

Global economic growth is transitioning back to sustainable levels following a post-lockdown boom in activity. Labour market fundamentals, such as job creation and wage growth, bode well for consumer demand around the world […]

Read More…

Portfolio Update – December 2021
Portfolio Update – December 2021

Global financial markets experienced some turmoil over the last two weeks, driven by the emergence of Omicron, a new variant of Covid-19. This, combined with expectations that central banks may begin to raise interest rates sooner than many expected, put pressure on equity markets […]

Read More…

Portfolio Update – November 2021
Portfolio Update – November 2021

Global equity markets have continued their ascent, driven by favourable business conditions and the resulting strong increase in earnings […]

Read More…

Portfolio Update – October 2021
Portfolio Update – October 2021

Global equity markets experienced some volatility in September, driven, in part, by the prospect of a debt default by Evergrande, China’s largest real estate developer […]

Read More…

Economic and Capital Markets Outlook – Q4 2021
Economic and Capital Markets Outlook – Q4 2021

The global economic recovery is powering ahead. Activity is rebounding impressively and, despite a resurgence in COVID-19 cases, there are many levers for growth […]

Read More…

Concerned about your portfolio?

Subscribe to Letko Brosseau’s newsletter and other publications: