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.
Board of Directors
& Advisors
Connor Clark & Lunn Financial Group is committed to delivering a high-quality environment that provides our people with an opportunity to succeed. This commitment begins with our leadership team, including our board of directors, who guide our firm in the interest of our clients and employees. With deep asset management and strategic leadership experience, our board and advisors work closely with the CC&L Financial Group management team to ensure they make decisions in line with our goals and principles.
Ramy Dimitry
Managing Director,
Business Management & Operations
CC&L Private Capital Ltd.
Matt O’Brien
President & Managing Partner,
Private Market Investments,
CC&L Infrastructure
Insights
Read More
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.
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?
Quakeproof: Japan’s century companies outlast economic and political shifts
September 18, 2025 | Global Alpha Capital Management
Our recent visit to Japan gave us firsthand insight into current market sentiments and taught us how Japan’s century-old companies were built to last.
UK underlying inflation has slowed
September 17, 2025 | NS Partners
A measure of UK annual core CPI inflation excluding direct policy effects has fallen by 0.5 pp over the past year.
Chinese money update: still supportive
September 16, 2025 | NS Partners
The Chinese economy has slowed sharply but money trends are giving a modestly reassuring signal.
The SDG mirage: How to spot real sustainable outcomes vs marketing spin?
September 11, 2025 | Global Alpha Capital Management
With global sustainable fund assets reaching USD3.5 trillion, it’s crucial to apply a critical lens to assess credibility and identify genuine contributions to the UN SDGs. How to tell real sustainability from creative marketing.
More signs of Eurozone softening
September 10, 2025 | NS Partners
Other indicators support the monetary forecast of a loss of economic momentum.
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
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CC&L Financial Group Ltd.
November 8th, 2021