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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2024 wrap up and 2025 outlook: The year in charts
December 19, 2024 | Global Alpha Capital Management
As the year draws to a close, we take a look back at what’s happened in the small cap space, and what opportunities to watch for in 2025.
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Chinese money update: slow recovery
December 18, 2024 | NS Partners
Chinese money trends are normalising after weakness, suggesting modest economic improvement.
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Private credit in Canada – Did the “Golden Age” of private credit miss Canada?
December 17, 2024
When considering a business loan, exploring private credit options in Canada could open up new opportunities for growth and stability.
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Weaker US business money trends
December 13, 2024 | NS Partners
Sectoral numbers show that recent US money growth has been focused on the household and financial sectors, with business holdings falling.
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Global tariff opportunities
December 12, 2024 | Global Alpha Capital Management
Tariffs, trading and the global economy: what the lifting of sanctions means for Australia.
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South Korea rocked by president’s attempt to impose martial law
December 12, 2024 | NS Partners
Political risks spike in South Korea, testing the country’s institutions, the currency and markets. The stampede into US equities continues. Is it sustainable?
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UK money update: corporate liquidity squeeze
December 10, 2024 | NS Partners
Monthly UK money growth was boosted by households scrambling to dispose of assets ahead of the Budget, with a reversal likely and corporate liquidity trends worryingly weak.
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K-series part 1: Shipbuilding in LNG carriers and dual-fuel vessels
December 5, 2024 | Global Alpha Capital Management
K-shipbuilding is a theme gaining traction amongst local asset managers.
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Eurozone inflation: “monetarist” optimism on track
December 4, 2024 | NS Partners
Eurozone services price momentum is “unsticking” as expected, supporting the forecast of sub-2% 2025 inflation.
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Global industrial momentum reviving on schedule
December 4, 2024 | NS Partners
November results confirm a September low in global manufacturing PMI new orders, with money trends suggesting a further rise through spring 2025, subject to tariff distortions.
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Unlocking value in Japan
November 28, 2024 | Global Alpha Capital Management
Increasing shareholder activism is changing Japan’s approach to corporate governance and unlocking value.
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FEM Q3 2024 Manager Letter
November 28, 2024 | Vergent Asset Management
In our 3rd 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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MENA Q3 2024 Manager Letter
November 28, 2024 | Vergent Asset Management
In our 3rd quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
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Eurozone money update: insufficient recovery
November 28, 2024 | NS Partners
Eurozone money trends are improving but remain too weak to support economic optimism, while country details highlight French stress.
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