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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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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US money update: positive signal fading
November 28, 2024 | NS Partners
A pull-back in US narrow money momentum casts doubt on post-election economic optimism.
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Q3 2024 Outlook: Clean and sweep
November 27, 2024 | CC&L Investment Management
With the US election concluded, we assess the economic conditions compared to Trump’s first term, and consider the implications.
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Stockbuilding cycle turning less favourable for markets
November 22, 2024 | NS Partners
The current stockbuilding cycle may be approaching its mid-point, which typically marks a shift from “risk-on” to a neutral or negative market environment.
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Investing through the long run: Insights from endurance running
November 21, 2024 | Global Alpha Capital Management
What can endurance running teach us about successful investing?
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Is Trump really bearish for EM? Plus, stock picking in a China bull market
November 16, 2024 | NS Partners
A look at the potential impact of President Trump’s policies on emerging markets, the risks of rising trade tensions with China and the resilience of China’s domestic market.
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The ripple effect of US tariffs on global economies
November 14, 2024 | Global Alpha Capital Management
Unveiling the hidden costs of trade policy.
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Japanese money update: downside risks rising
November 14, 2024 | NS Partners
Japanese money trends remain ominously weak, suggesting poor economic / market prospects and a return of inflation to unacceptably low levels.
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Assessing “excess” liquidity: reasons for caution
November 8, 2024 | NS Partners
Flow and stock measures of “excess” money cast doubt on claims that the liquidity backdrop for markets is unusually favourable.
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It’s time to make small cap great again
November 7, 2024 | Global Alpha Capital Management
Is now the chance for small caps to shine?
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Red or blue: How will the US election colour the markets?
October 31, 2024 | Global Alpha Capital Management
How will the US election results impact markets?
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