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.
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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.
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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.
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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.
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Global money update: August weakness
September 25, 2026 | NS Partners
Monetary trends may be starting to confirm a negative 2027 economic outlook suggested by cycle analysis.
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Are we all emerging markets now?
September 17, 2026 | NS Partners
China’s export machine risks provoking a political backlash among trading partners struggling to absorb a glut of high-end manufactured goods.
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Cycle update: expected 2027 weakness crystallising
September 17, 2026 | NS Partners
The short-term stockbuilding cycle is rolling over with the long-term housing cycle on track to accelerate into a 2027-28 low.
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Humanoid robots: AI’s next big leap
September 10, 2026 | Global Alpha Capital Management
As artificial intelligence influences more of the physical world, humanoid robots are taking a step closer to becoming a real-world reality.
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Pressure makes diamonds
September 9, 2026 | CC&L Investment Management
Canada-US trade tensions are a near-term headwind. However, we also see a possible catalyst for greater domestic investment, infrastructure development and trade diversification, making the longer-term investment case for Canada more compelling.
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Global money update: cooler despite US
September 4, 2026 | NS Partners
Money trends suggest that global economic momentum is peaking in Q3, with downside risk focused on Europe and Japan.
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Investing in Japan’s next chapter
August 27, 2026 | Global Alpha Capital Management
Japan’s new fiscal roadmap shifts from short-term stimulus to long-term investment in productivity and growth with a focus on physical AI, advanced health care and soft power.
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Eurozone money update: French weakness
August 27, 2026 | NS Partners
Monetary trends continue to suggest coming economic disappointment.
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US money update: more strength
August 26, 2026 | NS Partners
Monetary trends continue to suggest too-loose policy.
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Japanese money update: further weakness
August 20, 2026 | NS Partners
Rising QT and f/x intervention are intensifying a monetary squeeze.
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