Boring banks outperform the Magnificent 7
March 6, 2025 | Global Alpha Capital Management
The US tech titans of the Magnificent 7 have long held the spotlight. Meanwhile, in the wings, “boring” European banks have been quietly outperforming.
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Global industrial momentum peaking on schedule
March 4, 2025 | NS Partners
The US policy shock calls into question the previous baseline scenario of modest and temporary deceleration.
Magical thinking on tariffs
February 28, 2025 | NS Partners
The US may suffer greater economic damage from tariff hikes than China / the EU.
This is the whey
February 27, 2025 | Global Alpha Capital Management
A dairy company pivots to making whey protein as there’s growth opportunity in the sports nutrition market.
Weaker US / Eurozone money data
February 27, 2025 | NS Partners
January money numbers suggest that US policy chaos is damaging economic prospects.
Brewing success in the coffee market
February 20, 2025 | Global Alpha Capital Management
Coffee innovation and consumer trends are brewing market growth.
Chinese stocks climb “wall of worry”
February 19, 2025 | NS Partners
Chinese money growth has normalised while the MSCI China index remains on a steep valuation discount despite recent outperformance.
UK inflation: it’s getting complicated
February 13, 2025 | NS Partners
The Bank of England expects rises in regulated prices and taxes to push headline CPI inflation up to 3.5% by June but the forecast likely underestimates disinflationary pressure from monetary weakness.
DeepSeek frenzy a reminder of China’s ability to innovate
February 12, 2025 | NS Partners
This month’s commentary explores the market implications of Chinese AI innovation and market implications of AI ubiquity.
Enter the ascending dragon
February 12, 2025 | Global Alpha Capital Management
On the verge of being upgraded to an emerging market, Vietnam is poised to become ASEAN’s newest growth engine.
The forgotten asset class – case for Canadian Small Cap Equity
February 10, 2025 | Connor, Clark & Lunn Financial Group
This article discusses the merits of Canadian small cap equities and how investors can benefit from its potential contribution.
Why travel offers resiliency amid a tough consumer spending outlook
February 6, 2025 | Global Alpha Capital Management
Consumers may have less disposable income, but that’s not stopping them from choosing to spend on travel.
“Diversification is key”: Peter Muldowney in Benefits and Pension Monitor article
February 5, 2025 | Connor, Clark & Lunn Financial Group
Peter Muldowney, Senior Vice President and Head of Institutional and Multi-Asset Strategy speaks to Benefits and Pension Monitor.
Global industrial revival on track but obstacles ahead
February 5, 2025 | NS Partners
Manufacturing surveys may reach a short-term peak this spring, with the extent of any retracement partly depending on trade policy developments.
In the news.
Scott Antoniak appointed Executive Vice President and Head of Investments
Crestpoint is pleased to announce the appointment of Scott Antoniak as our new Executive Vice President and Head of Investments.
Jeff Wigle joins Alex Rawlings on the Private Equity Podcast
Listen to Jeff Wigle share his insights and expertise.
CC&L Infrastructure Achieves Record Growth in 2024
2024 marked a year of record growth for CC&L Infrastructure across our portfolio, team and client base.
2024 Year in review
Banyan is pleased to share the following update highlighting announcements, milestones, and achievements that contributed to our growth and success in 2024.
Connor, Clark & Lunn Infrastructure and Bestinver Infra acquire majority stake in Northside student housing
Connor, Clark & Lunn Infrastructure and Bestinver Infra announced the acquisition of a majority interest in the Northside student housing project, a community of student housing facilities situated at the University of Texas at Dallas (UTD).
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Brent Wilkins
Senior Vice President, Head of Institutional Sales, Canada, CC&L Financial Group
Tel: 1 (416) 316-5396 [email protected]
Eric Hasenauer
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
John Ricketts
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
Carlos Stelin
Director of Institutional Sales, Europe, CC&L Financial Group
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CC&L Financial Group Ltd.
November 8th, 2021