2026: The year quality starts to matter again
December 18, 2025 | Global Alpha Capital Management
Farewell 2025 tech bubble, hello quality-focused reset in 2026.
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Our platform of independent investment teams within our affiliates allows Connor, Clark & Lunn Financial Group to offer a breadth of traditional and alternative investment products and solutions.
Fundamental
Global Equity
Global
Global Small Cap
ACWI ex US Focused
International
International Focused
International Small Cap
European
Emerging Markets
Sustainable Emerging Markets
Emerging Markets Small Cap
Frontier Markets
Middle East and North Africa
Canadian Equity
Canadian Core
Canadian Value
Canadian Growth
Canadian Income & Growth Plus
Canadian Small Cap Core
Canadian Small Cap Growth
Alternatives
Market Neutral
Absolute Return
Quantitative
Global Equity
Global
Global Small Cap
ACWI Extension
World Extension
World ex-USA Extension
International
International Small Cap
International Extension
US Extension
Emerging Markets
Emerging Markets Extension
Canadian Equity
Canadian Core
Canadian Growth
Canadian Extension
Alternative
Market Neutral
Money Market
Short-Term
Government
Core Plus
Universe Bond Alpha Plus
Emerging Markets Sovereign Credit
Corporate
Emerging Markets Corporate Credit
High Yield
Long-Term
Long Bond Alpha Plus
Ultra Long
Absolute Return
LDI
Commercial Real Estate Debt
Market Neutral Fundamental
Market Neutral Quantitative
Absolute Return
Emerging Markets Absolute Return Credit
Core Plus Real Estate
Segregated Funds and Co-Investments
Opportunistic Real Estate
Commercial Real Estate Debt
Infrastructure
Infrastructure Energy Transition
Private Equity
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Quality by first principles in EM
December 17, 2025 | NS Partners
Agility within an investment process is key in navigating inevitable style regime rotation.
UK inflation: another favourable surprise
December 17, 2025 | NS Partners
November CPI numbers support “monetarist” optimism, with an undershoot now on the horizon.
Addressing the myopia pandemic
December 11, 2025 | Global Alpha Capital Management
Myopia rates are surging worldwide, especially among children and teens, but industry leaders are innovating solutions to improve access to vision correction worldwide.
Defiant Fed forecasts
December 11, 2025 | NS Partners
The Fed’s economic forecasts continue to suggest that the window for easing will close in early 2026, based on a model of its historical behaviour.
Slowdown signals
December 9, 2025 | NS Partners
Global manufacturing PMI new orders weakened on schedule but money trends currently suggest a limited decline.
Time to take out the trash – Why high ROE matters in the long run
December 4, 2025 | Global Alpha Capital Management
Time and again, numbers show that high ROE stocks consistently outperform their lower-quality counterparts, even when speculative surges dominate for short periods.
Eurozone money update: disappointing response
December 3, 2025 | NS Partners
Monetary trends suggest that interest rates remain above a “neutral” level.
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.
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.
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.
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.
UK inflation: “monetarist” optimism on track
November 19, 2025 | NS Partners
Inflation is realigning with lagged money trends as policy distortions fade.
Chinese money update: lacklustre outlook
November 14, 2025 | NS Partners
October money / credit numbers were mixed, suggesting a continuation of sluggish economic growth.
In the news.
Connor, Clark & Lunn Infrastructure and Alpenglow Rail announce closing of $280 million private placement financing
CC&L Infrastructure and Alpenglow Rail are pleased to announce the successful closing of an inaugural private placement financing.
CC&L Infrastructure achieves impressive results in 2025 UN PRI assessment
As a United Nations-supported Principles for Responsible Investment (UN PRI) signatory, we are pleased to share the results of our 2025 Assessment Report.
CPP Investments case study: Celebrating two decades of innovation with Connor, Clark & Lunn Investment Management
This case study highlights enduring partnership between CCP Investments and CC&L Investment Management.
Connor, Clark & Lunn Funds Inc. announces termination of CC&L Market Neutral Fund
CC&L Funds has announced its intention to terminate the CC&L Market Neutral Fund.
CC&L Infrastructure expands renewable energy portfolio to nearly 2.4 GW with investment in three Ontario wind assets
CC&L Infrastructure is pleased to announce the acquisition of a 49% interest in a portfolio of three operating Ontario-based wind projects.
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales, Global,
CC&L Financial Group
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