“Excess” money and momentum investing
November 6, 2026 | NS Partners
Momentum has worked as an equity investment style historically but the addition of a monetary overlay could result in superior risk-adjusted returns.
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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Surprising US monetary strength
October 28, 2026 | NS Partners
Divergent US / rest of G7 money trends signal US economic outperformance and misaligned monetary policies.
Is AI’s real advantage better predictions or better decisions?
October 27, 2026 | Connor, Clark & Lunn Financial Group
What if AI’s greatest value for investors isn’t predicting the future, but helping them make better decisions when the future remains uncertain?
Why the UK MPC should stand pat
October 23, 2026 | NS Partners
Monetary trends suggest a minor and short-lived inflation upswing.
Regulation on the menu: Finding opportunity in a changing food system
October 22, 2026 | Global Alpha Capital Management
Food regulation is often viewed as a constraint, but for well-positioned companies, it can create a competitive advantage.
Strong showing from Flávio Bolsonaro in Brazil’s first round of presidential elections sends stocks flying
October 22, 2026 | NS Partners
Following a sharp election-driven rally, we revisit the case for Brazilian equities and what could come next.
Monetary news still weakening
October 20, 2026 | NS Partners
A suggested further fall in global real money momentum strengthens conviction in a coming PMI decline.
UK house prices: (much) more downside
October 13, 2026 | NS Partners
A comparison with index-linked gilts suggests that house prices are as expensive as at the start of the crash phase of the last 18-year housing cycle.
Building momentum via a versatile investment
October 8, 2026 | Global Alpha Capital Management
The UK government has made infrastructure investment a cornerstone of its growth agenda, with plans spanning energy, defence, transport and regional development.
Have institutional portfolios become over-engineered and too complex?
October 8, 2026 | Connor, Clark & Lunn Financial Group
This article explores the case for “smart simplicity” and how institutional investors can align portfolio design with their capacity to understand, oversee and govern it effectively.
A “monetarist” perspective on current equity markets
October 7, 2026 | NS Partners
Monetary trends suggest a peak in economic momentum and less liquidity support for markets.
What explains the bond bear?
October 1, 2026 | NS Partners
The recent rise in global government bond yields reflects a restrictive shift in global “excess” money conditions.
Quarterly Liquidity Insight
September 30, 2026 | NS Partners
Q1 2024 Quarterly Market Liquidity for Emerging Markets
International Equity Strategy Commentary
September 30, 2026 | NS Partners
Strategy Commentary for Q1 2024 on the International Equity Strategy
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 8, 2021