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.
Read More
Is Trump really bearish for EM? Plus, stock picking in a China bull market
November 16, 2024 | NS Partners
A look at the potential impact of President Trump’s policies on emerging markets, the risks of rising trade tensions with China and the resilience of China’s domestic market.
Read More
The ripple effect of US tariffs on global economies
November 14, 2024 | Global Alpha Capital Management
Unveiling the hidden costs of trade policy.
Read More
Japanese money update: downside risks rising
November 14, 2024 | NS Partners
Japanese money trends remain ominously weak, suggesting poor economic / market prospects and a return of inflation to unacceptably low levels.
Read More
Assessing “excess” liquidity: reasons for caution
November 8, 2024 | NS Partners
Flow and stock measures of “excess” money cast doubt on claims that the liquidity backdrop for markets is unusually favourable.
Read More
It’s time to make small cap great again
November 7, 2024 | Global Alpha Capital Management
Is now the chance for small caps to shine?
Read More
Red or blue: How will the US election colour the markets?
October 31, 2024 | Global Alpha Capital Management
How will the US election results impact markets?
Read More
Global money update: weak signal with US still diverging
October 30, 2024 | NS Partners
Global (i.e. G7 plus E7) six-month real narrow money momentum is estimated to have edged lower in September, based on monetary data covering 88% of the aggregate. Momentum has been moving sideways since the spring at a weak level by historical standards, suggesting that the global economy will expand at a below-trend pace through mid-2025. Note that the global narrow money measure incorporates an adjustment for a recent negative distortion to Chinese data from regulatory changes, i.e. momentum would be weaker than shown without this correction.
Read More
The rise of J-beauty
October 24, 2024 | Global Alpha Capital Management
Japanese skin care and cosmetics are a top choice in today’s clean beauty trends, driving global expansion.
Read More
UK rates: the case for 50
October 23, 2024 | NS Partners
The MPC’s slowness to cut rates risks aggravating a recent loss of economic momentum and prolonging an inflation undershoot. The expected 25 bp cut in November would be insufficient to catch up with reductions to date in the Eurozone, Sweden, Switzerland and Canada. UK annual headline consumer price inflation is as low or lower than in all these jurisdictions except Switzerland.
Read More
Chinese money growth recovery under way
October 18, 2024 | NS Partners
A post last month suggested that Chinese money growth was bottoming, based on year-to-date policy easing and the space for additional stimulus opened up by a stabilisation of the currency. September money numbers and recent policy announcements bolster this assessment but the scale of monetary acceleration is uncertain. As previously discussed, narrow money measures have been distorted by regulatory changes in April that reduced the attractiveness of demand deposits, arguing for giving greater weight to broader aggregates.
Read More
Slowing the countdown to Day Zero
October 17, 2024 | Global Alpha Capital Management
Addressing Earth’s shrinking water supply.
Read More
Does the China rally have legs?
October 16, 2024 | NS Partners
Beijing signals a new approach to policy – how far will policymakers go to boost growth?
Read More
A “monetarist” perspective on current equity markets
October 11, 2024 | NS Partners
Monetary prospects and cycle considerations suggest global economic strength in H2 2025 / 2026 but a “hard landing” – or at least a scare of one – may be necessary first. Commentary here at mid-year proposed the following baseline scenario: A “double dip” in global industrial momentum in H2 2024 with limited recovery in early 2025, reflecting the profile of real narrow money momentum with a roughly one-year lag.
Read More
Logistics – the quiet force powering global growth
October 10, 2024 | Global Alpha Capital Management
Learn how logistics increasingly connect global trade.
Read More