Are EM equities great again?
June 16, 2025 | NS Partners
In this month’s commentary we go under the hood of the recent rally in EM equities, and cover Mexico’s controversial judicial elections and their impact on the country’s institutional quality.
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
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Artificial intelligence: The latest GPT (but not the one you’re thinking of)
June 12, 2025 | Connor, Clark & Lunn Financial Group
AI is beginning to contribute to the way the asset management industry works. With more time, its influence will apply to a greater number of asset classes.
A “monetarist” perspective on UK medium-term inflation prospects
June 11, 2025 | NS Partners
Historical lags and exchange rate appreciation suggest that disinflation has much further to run.
Disappointing Eurozone / UK money numbers
June 6, 2025 | NS Partners
Eurozone / UK money growth has weakened despite rate cuts, suggesting that central banks have more work to do.
Don’t discount the discounters
June 5, 2025 | Global Alpha Capital Management
Competition is tight in the industry of discount grocery markets. Staying focused with product lineups and efficient with inventory can help gain a different edge over rival retailers.
Global industrial momentum still weakening
June 5, 2025 | NS Partners
Trade disruption and a monetary relapse suggest receding prospects for a H2 recovery in global manufacturing PMI new orders.
Global money update: renewed weakness
June 4, 2025 | NS Partners
A hopeful signal from an earlier monetary pick-up has fizzled.
US money update: balance of payments drag
May 30, 2025 | NS Partners
US money growth is slowing, suggesting less support for the economy and improving prospects for rate cuts.
Gut feelings: A strong gut microbiome for feeling good
May 29, 2025 | Global Alpha Capital Management
The key to overall well-being might be in your gut, and probiotics can help.
UK inflation: underlying softening
May 28, 2025 | NS Partners
UK April inflation numbers were much less bad than reported.
Uncovering hidden champions
May 22, 2025 | Global Alpha Capital Management
Searching emerging markets for the hidden champions with winning attributes.
Fixed income outlook
May 20, 2025 | Connor, Clark & Lunn Financial Group
Fixed income insights, current outlook and how the broad range of fixed income strategies available can help to diversify risk for investors.
Navigating currency markets: The US dollar and Canadian dollar in perspective
May 20, 2025 | Connor, Clark & Lunn Financial Group
Are concerns about the recent volatility of Canadian currency overblown? A look at the longer-term relationship between the US and Canadian dollars puts things into perspective.
Implications of Asian currency tremors
May 16, 2025 | NS Partners
This month’s commentary examines how the violent surge in the Taiwan dollar in early May could signal the start of a broader shift in global capital that could have big implications for which markets out- or underperform going forward.
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Brent Wilkins
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Tel: 1 (416) 316-5396 [email protected]
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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
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