Are global monetary “buffers” exhausted?
October 21, 2025 | NS Partners
A modified “monetarist” approach suggests that money stocks are no longer exerting an upward pull on nominal GDP and asset prices.
Our Affiliates
Each of our independent investment teams within our affiliates are focused on what they do best. Each of our affiliates has its own investment approach and area of expertise. This specialization allows Connor, Clark & Lunn Financial Group to offer our clients and advisors a diverse range of traditional and alternative products, services and solutions.
Insights
Read More
Rallying EM equities led by re-rating potential in perennially cheap South Korean equities
October 17, 2025 | NS Partners
Large caps lead EM higher, and South Korea’s Value-Up is still in play.
Chinese money update: steady as she goes
October 17, 2025 | NS Partners
Chinese money trends suggest a continuation of sluggish economic growth and a supportive liquidity environment for markets.
From traditional to leading edge: China’s pharmaceutical industry revolution
October 16, 2025 | Global Alpha Capital Management
China’s pharmaceutical sector is rapidly evolving from a generics powerhouse to a global leader in drug innovation.
Monetary risks from private credit
October 14, 2025 | NS Partners
Credit tightening in private markets may mark the end of a boom in US bank lending to shadow banks, with negative monetary implications.
Trends in asset allocation: The dawning of a total portfolio approach
October 8, 2025 | Connor, Clark & Lunn Financial Group
The total portfolio approach (TPA) aims to treat the entire portfolio as a single, integrated entity and is gaining significant traction amongst larger investors. How is TPA different and who’s best positioned to take advantage?
“Conversation with Peter Muldowney” in Plans & Trusts
October 7, 2025 | Connor, Clark & Lunn Financial Group
Peter Muldowney, Senior Vice President and Head of Institutional and Multi-Asset Strategy, speaks with Plans & Trusts about the role of emotional intelligence (EQ) in shaping board culture and driving performance.
A “monetarist” perspective on current equity markets
October 7, 2025 | NS Partners
Recent slower money growth is consistent with a cyclical perspective suggesting economic / market weakness in 2026-27.
Third Quarter 2025
October 3, 2025 | CC&L Investment Management
Market Index Returns (Local Currency) Q3 (%) YTD (%) MSCI All Country World 7.4 17.8 MSCI All Country World ex-US […]
Updates from Brazil and Mexico: Rates, politics and trading
October 2, 2025 | Global Alpha Capital Management
Insights into the approaching Brazil 2026 elections and the implications of Mexico’s tariffs and the USMCA review.
Grit, wheels and wisdom: Why team endurance wins in investing
September 25, 2025 | Global Alpha Capital Management
It takes a cohesive group of skilled team members who trust and count on each other to successfully navigate volatile times in any environment.
Unpleasant UK fiscal arithmetic
September 25, 2025 | NS Partners
The November Budget needs to deliver an early return to a primary surplus to calm fears of a fiscal doom loop.
A short Fed easing window?
September 25, 2025 | NS Partners
A simple model suggests that the window for rate cuts will close in early 2026 if the economy tracks the median FOMC forecast.
Don’t buy the duds in China: Quality companies remain cheap despite the recent rally
September 18, 2025 | NS Partners
The broad market in China now trades in line with the long-term average valuations. Which begs the question, is there any fuel left in this rally?
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales, Global,
CC&L Financial Group
Eric Hasenauer
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
John Ricketts
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
Carlos Stelin
Director of Institutional Sales, Europe, CC&L Financial Group
Tel: 44 (0)203 535 8107 [email protected]Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Connor, Clark & Lunn Financial Group (CC&L) website may contain hyperlinks to websites operated by parties other than CC&L. Such hyperlinks are provided for your reference only. CC&L does not control such websites and is not responsible for their contents. The inclusion by CC&L of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
CC&L Financial Group Ltd.
November 8th, 2021