Testing matters: Ensuring semiconductors can withstand the pressures of AI
November 27, 2025 | Global Alpha Capital Management
As AI accelerates the complexity and value of semiconductors, robust testing has become essential for reliability and performance.
Read More
Global money update: EM strength
November 27, 2025 | NS Partners
Global money trends suggest that major economic weakness will be deferred until later in 2026.
Read More
Game changers in Japan’s equity market
November 20, 2025 | Global Alpha Capital Management
Japan’s equity market is experiencing a structural reset, marked by record-breaking foreign inflows and transformative reforms.
Read More
The role of energy transition in the battle against climate change
November 20, 2025 | Connor, Clark & Lunn Financial Group
The world stands at the brink of another energy transformation, but this time, the stakes are higher.
Read More
UK inflation: “monetarist” optimism on track
November 19, 2025 | NS Partners
Inflation is realigning with lagged money trends as policy distortions fade.
Read More
Chinese money update: lacklustre outlook
November 14, 2025 | NS Partners
October money / credit numbers were mixed, suggesting a continuation of sluggish economic growth.
Read More
Global reindustrialization to lift Konecranes
November 13, 2025 | Global Alpha Capital Management
Global reindustrialization, infrastructure renewal and port electrification are creating long-term demand for lifting and automation equipment. Explore how these secular trends could sustain growth for the Finnish lifting-equipment leader.
Read More
Flows before pros?
November 10, 2025 | NS Partners
Structural liquidity and investor flows are reshaping market dynamics and asset prices in emerging markets.
Read More
From super to secure: Australia’s push for guaranteed retirement income
November 6, 2025 | Global Alpha Capital Management
Annuities, superannuation and regulatory shifts – what’s driving change in Australian retirement planning and what does it mean for investors and retirees?
Read More
Manufacturing roll-over?
November 6, 2025 | NS Partners
The forecast of an inflection weaker in global manufacturing PMI new orders is supported by the “internals” of the latest survey.
Read More
Skipping the siesta: Spain is Europe’s star performer
October 30, 2025 | Global Alpha Capital Management
Spain has emerged as Europe’s standout performer, driven by open borders, robust EU investment and record-breaking tourism.
Read More
FEM Q3 2025 Manager Letter
October 29, 2025 | 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.
Read More
MENA Q3 2025 Manager Letter
October 29, 2025 | 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.
Read More
Global money update: slowdown on pause
October 29, 2025 | NS Partners
Global six-month real narrow money momentum recovered for a second month in September, though remains below a March peak.
Read More