Our perspective Archive - Page 9 of 17 - Letko, Brosseau & Associates

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Portfolio Update – November 2022
Portfolio Update – November 2022

Capital market volatility continues to be driven by investor sentiment on the future path of interest rates and the possibility of a recession […]

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Portfolio Update – October 2022
Portfolio Update – October 2022

Equity markets declined during September, with the recent sell-off leaving major indices near June lows. […]

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Economic and Capital Markets Outlook – Q4 2022
Economic and Capital Markets Outlook – Q4 2022

Equity markets closed the third quarter on a volatile note. Higher interest rates, headwinds from the Russia-Ukraine war and sporadic lockdowns in China have increased concerns about global growth. […]

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Portfolio Update – September 2022
Portfolio Update – September 2022

Equity markets declined slightly in August as investors weighed the economic risk of further aggressive action by central banks as they strive to tackle inflation. […]

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Investor Forum 2022
Investor Forum 2022

As of the beginning of 2022 a cascade of geopolitical events has impacted both the global economy and financial markets.
We hope that these discussions will allow you to learn more about these topics. […]

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Net-Zero Research Series Part 1: Understanding the Science
Net-Zero Research Series Part 1: Understanding the Science

Welcome to the first installment of our Net-Zero Research Series, a collection of insights from our Climate Change Committee […]

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