Insights
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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AI reflexivity and EM rotation
August 18, 2026 | NS Partners
The AI bulls are tested by a huge momentum unwind through July despite fundamentals accelerating. Meanwhile, there are signs that the rally in emerging markets is starting to broaden out despite a challenging macro backdrop.
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More UK stop-go
August 13, 2026 | NS Partners
Money trends signalled better H1 economic growth but now suggest renewed weakness.
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Global money update: US lift
August 7, 2026 | NS Partners
US monetary acceleration has tempered an earlier signal of a H2 global economic slowdown.
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Taking stock of EM performance
July 31, 2026 | NS Partners
India has fallen out of favour with emerging market investors as attention has shifted to North Asian technology stocks.
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From kidnapping to cybersecurity – there’s a policy for that
July 30, 2026 | Global Alpha Capital Management
From cybersecurity and political risk to fine art, marine cargo and niche business coverage, specialty insurance exists to price risks that standard insurers often cannot.
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US money update: further acceleration
July 29, 2026 | NS Partners
Monetary buoyancy puts Fed Chair Warsh in a bind.
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Eurozone money update: signal still downbeat
July 28, 2026 | NS Partners
Monetary trends suggest that recent PMI improvement will prove temporary.
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Navigating uncertainty: A framework for better investment decisions
July 27, 2026 | Connor, Clark & Lunn Financial Group
Investing success comes from making sound decisions in spite of uncertainty.
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China beyond the headlines
July 22, 2026 | NS Partners
Reassessing China’s risk for EM investors.
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A cynical view of central bank money-speak
July 22, 2026 | NS Partners
References to money trends in Fed and Bank of England reports represent tokenism, with no implications for policy.
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CC&L Financial Group Ltd.
November 18, 2021