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.
Unleashing Europe’s digital potential
June 1, 2023 | Global Alpha Capital Management
Discover how Netcompany is leading the charge in Europe’s digital transformation.
UK inflation: don’t panic
May 31, 2023 | NS Partners
Market reaction to UK April CPI numbers focused on the overshoot of headline and core inflation relative to forecasts, ignoring a continued slowdown in headline price momentum.
Large-cap buyer beware: small caps are coming for you
May 25, 2023 | Global Alpha Capital Management
Unlocking the potential: why small caps are poised to outshine large caps in 2023.
Navigating a coming turn in the stockbuilding cycle
May 23, 2023 | NS Partners
The stockbuilding cycle is on course to bottom soon and upturns have historically been associated with a procyclical shift in market behaviour. Several considerations, however, argue for caution about positioning for such a shift now.
Inflation leading indicators still softening
May 19, 2023 | NS Partners
It might be expected that G7 central bankers, in attempting to judge inflation prospects and the appropriate policy stance, would be paying close attention to indicators that signalled the recent inflationary upsurge.
UK takeover activity
May 18, 2023 | Global Alpha Capital Management
Explore the reasons and long-term implications of the UK takeover surge.
UK MPC policy pivot approaching as labour market cracks
May 17, 2023 | NS Partners
Commentators have expressed scepticism about a large monthly fall in the “experimental” PAYE employees measure in April (136,000 or 0.45%, equivalent to a 700,000 drop in US non-farm payrolls). It is true that initial estimates are often revised significantly but the largest upward adjustment to the month-on-month change historically was 121,000, relating to a pandemic-distorted month (March 2021*).
Raise the roof
May 11, 2023 | Global Alpha Capital Management
Learn why the U.S. debt ceiling is making headlines again and how it can impact financial markets.
May 2023 Outlook: Deciphering implications
May 11, 2023 | CC&L Investment Management
While the BoC paused rate hikes, other central banks raised them. What could this mean for Canada?
Recession warning from UK vacancies
May 11, 2023 | NS Partners
UK vacancies – like US job openings – are signalling an employment recession. A previous post noted that a fall in US job openings of more than 15% from a rolling 12-month high was always (since the 1950s) associated with a multi-month fall in payrolls.
Capex weakness to drive PMI double dip
May 10, 2023 | NS Partners
The global manufacturing PMI new orders index – a timely indicator of global goods demand – was little changed below 50 (49.4) in April, a weaker result than had been suggested by DM flash results.
The growing landscape of carbon removal technologies
May 4, 2023 | Global Alpha Capital Management
Exploring the exciting growth of carbon capture tech, its policy incentives and promising investments.
MENA Q1 2023 Manager Letter
May 3, 2023 | Vergent Asset Management
In our 1st quarter investor letter we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.