Portfolio strategy Archives - Page 2 of 8 - Letko, Brosseau & Associates

Portfolio strategy

Portfolio Update – November 2024
Portfolio Update – November 2024

As of time of writing, Donald Trump and the Republican Party appear to have secured a strong governing mandate from U.S. voters. […]

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Portfolio Update – October 2024
Portfolio Update – October 2024

Global equity markets reached all-time highs in September after the Federal Reserve cut its policy benchmark, initiating the start of a new easing cycle. […]

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Portfolio Update – September 2024
Portfolio Update – September 2024

Following steep losses at the beginning of August, global stock indices have recorded strong recoveries. […]

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Portfolio Update – August 2024
Portfolio Update – August 2024

Despite a broad-based pullback in equity markets in early August on signs of a weakening U.S. economy […]

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Portfolio Update – July 2024
Portfolio Update – July 2024

As we reach the midpoint of 2024, equity markets have trended upwards as inflation has eased and the global economy continues to show remarkable resilience. […]

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Portfolio Update – June 2024
Portfolio Update – June 2024

Equity markets moved higher during the month of May, after a slight pullback in April. Year-to-date, the S&P 500 is up 15.1% (in Canadian dollars), while the S&P/TSX rose 7.6%, the MSCI ACWI 12.6%, and the MSCI Emerging Markets 6.9%. The global economy was far more resilient than many expected in the past year, with recent developments providing further encouragement. […]

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