2025 year in review – the glistening Great White North
January 8, 2026 | Connor, Clark & Lunn Financial Group
Despite a year of geopolitical unrest and trade challenges, investors saw robust portfolio growth with strong Canadian equities and a broadening of stocks away from the Magnificent Seven.
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Navigating the global versus home-country equity bias decision
January 8, 2026 | Connor, Clark & Lunn Financial Group
While some investors may go all-in on global equities, there are several advantages for having a Canadian-equity bias.
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A “monetarist” perspective on current equity markets
January 7, 2026 | NS Partners
Global money trends appear modestly supportive but cyclical clouds are gathering.
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US money update: suspect deposit data
December 29, 2025 | NS Partners
A sharp rise in US demand deposits in November probably reflects a statistical distortion, with broader money trends stable.
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2026: The year quality starts to matter again
December 18, 2025 | Global Alpha Capital Management
Farewell 2025 tech bubble, hello quality-focused reset in 2026.
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Quality by first principles in EM
December 17, 2025 | NS Partners
Agility within an investment process is key in navigating inevitable style regime rotation.
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UK inflation: another favourable surprise
December 17, 2025 | NS Partners
November CPI numbers support “monetarist” optimism, with an undershoot now on the horizon.
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Addressing the myopia pandemic
December 11, 2025 | Global Alpha Capital Management
Myopia rates are surging worldwide, especially among children and teens, but industry leaders are innovating solutions to improve access to vision correction worldwide.
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Defiant Fed forecasts
December 11, 2025 | NS Partners
The Fed’s economic forecasts continue to suggest that the window for easing will close in early 2026, based on a model of its historical behaviour.
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Slowdown signals
December 9, 2025 | NS Partners
Global manufacturing PMI new orders weakened on schedule but money trends currently suggest a limited decline.
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Time to take out the trash – Why high ROE matters in the long run
December 4, 2025 | Global Alpha Capital Management
Time and again, numbers show that high ROE stocks consistently outperform their lower-quality counterparts, even when speculative surges dominate for short periods.
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Eurozone money update: disappointing response
December 3, 2025 | NS Partners
Monetary trends suggest that interest rates remain above a “neutral” level.
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Testing matters: Ensuring semiconductors can withstand the pressures of AI
November 27, 2025 | Global Alpha Capital Management
As AI accelerates the complexity and value of semiconductors, robust testing has become essential for reliability and performance.
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Global money update: EM strength
November 27, 2025 | NS Partners
Global money trends suggest that major economic weakness will be deferred until later in 2026.
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