Portfolio strategy Archives - Page 5 of 8 - Letko, Brosseau & Associates

Portfolio strategy

Portfolio Update – May 2023
Portfolio Update – May 2023

Equity markets moved higher during the month of April, following a volatile March. […]

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Portfolio Update – April 2023
Portfolio Update – April 2023

Equity markets declined during the month of March, the result of turmoil in the global financial sector […]

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A strategy that pays off: maximizing returns through a risk/reward approach
A strategy that pays off: maximizing returns through a risk/reward approach

The vast majority of investment managers do not outperform the indices over the long-term. […]

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Portfolio Update – February 2023
Portfolio Update – February 2023

Global equity and fixed income markets are off to a strong start in 2023, following a challenging year. […]

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2022-23 Highlights
2022-23 Highlights

Geopolitical conflict and rising inflation dominated the discourse throughout 2022, leading to financial market turbulence. Yet the world economy continued to grow as the pandemic transitioned to its endemic phase. […]

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Portfolio Update – December 2022
Portfolio Update – December 2022

Equity markets increased sharply in the past two months as inflation has shown signs of a downward trend. While fears of persistently high inflation and the impact of aggressive monetary tightening may be beginning to abate […]

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