Warren Stoddart joins Chas Burkhart on the Global Investment Leaders podcast
September 22, 2022 | Connor, Clark & Lunn Financial Group
Warren Stoddart, CC&L Financial Group’s President and CEO recently joined Rosemont CEO Chas Burkhart as a guest on the Global Investment Leaders podcast.
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MENA Q1 2024 Manager Letter
April 26, 2024 | Vergent Asset Management
In our 1st quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
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FEM Q1 2024 Manager Letter
April 26, 2024 | Vergent Asset Management
In our 1st quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
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Assessing UK house price valuation: a real yield-based approach
April 26, 2024 | NS Partners
UK house prices were an estimated 52% expensive relative to history at the end of 2023, based on a comparison with rents and the real yield on index-linked gilts, a competing inflation-protected asset. The degree of overvaluation is below previous extremes and does not imply that house prices need to fall by an equivalent magnitude, or even at all – the deviation could be eliminated by rental growth and a reversal of the recent rise in real yields.
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Thirst for water sustainability
April 25, 2024 | Global Alpha Capital Management
One of the 17 Sustainable Development Goals (SDG 6) established by United Nations (UN) is Clean Water and Sanitation, which aims to ensure the availability and sustainable management of water and sanitation for all. The water crisis is unprecedented In 2022, 2.2 billion people (27% of world’s population) lacked safely managed drinking water – meaning […]
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Is the UK MPC already too late?
April 19, 2024 | NS Partners
A modest upside inflation surprise in March has been portrayed as confirming that inflationary pressures remain sticky, warranting further delay in policy easing. The stickiness charge is bizarre in the context of recent aggregate data. The six-month rate of change of core consumer prices, seasonally adjusted, has fallen from a peak of 8.4% annualised in July 2023 to 2.4% in March.
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Marco Polo tales
April 18, 2024 | Global Alpha Capital Management
Exploring Asia and insights from Japan and China.
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What is the catalyst for EM equities?
April 17, 2024 | NS Partners
Is a potential double positive in global excess money set to boost EM equities?
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2024 European earnings and expectations
April 11, 2024 | Global Alpha Capital Management
Insights into Europe via Sopra Steria’s & Melia Hotel’s growth.
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Research Trip – Saudi Arabia and Dubai, Feb. 2024
April 11, 2024 | Vergent Asset Management
Insights from our most recent research trip.
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The return of M&A boosts small cap performance
April 4, 2024 | Global Alpha Capital Management
Insights on navigating the M&A wave.
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A “monetarist” perspective on current equity markets
April 4, 2024 | NS Partners
The quarterly commentary in mid-2023 noted that the cycle and monetary analyses were giving conflicting signals. The stockbuilding cycle appeared to be tracing out a low, a development usually associated with stronger performance of equities and other cyclical assets. However, greater weight was accorded to continued weakness in global real narrow money momentum, which suggested downside risk to economic activity and insufficient liquidity to support market gains.
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A game of tag to improve retailer efficiencies
March 28, 2024 | Global Alpha Capital Management
Cutting costs, optimizing sales and elevating shopping with ESLs.
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What do US money trends suggest about “neutral” rates?
March 27, 2024 | NS Partners
US economic “resilience” in 2023, recent inflation stabilisation and buoyant risk asset markets raise the question of whether the current level of policy rates is restrictive. A “neutral” level of rates, according to the monetarist view, is one that results in monetary growth consistent with target inflation.
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The return of J-banks
March 21, 2024 | Global Alpha Capital Management
Japan’s banks rally – a shift toward normalcy in 2024?
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