Testing matters: Ensuring semiconductors can withstand the pressures of AI
novembre 27, 2025 | Gestion d’actifs Global Alpha Ltée
As AI accelerates the complexity and value of semiconductors, robust testing has become essential for reliability and performance.
En savoir plus
Global money update: EM strength
novembre 27, 2025 | NS Partners
Global money trends suggest that major economic weakness will be deferred until later in 2026.
En savoir plus
Game changers in Japan’s equity market
novembre 20, 2025 | Gestion d’actifs Global Alpha Ltée
Japan’s equity market is experiencing a structural reset, marked by record-breaking foreign inflows and transformative reforms.
En savoir plus
Le rôle de la transition énergétique dans la lutte contre les changements climatiques
novembre 20, 2025
Le monde est à l’aube d’une autre transformation énergétique, mais cette fois, il y a bien davantage en jeu.
En savoir plus
UK inflation: “monetarist” optimism on track
novembre 19, 2025 | NS Partners
Inflation is realigning with lagged money trends as policy distortions fade.
En savoir plus
Chinese money update: lacklustre outlook
novembre 14, 2025 | NS Partners
October money / credit numbers were mixed, suggesting a continuation of sluggish economic growth.
En savoir plus
Global reindustrialization to lift Konecranes
novembre 13, 2025 | Gestion d’actifs Global Alpha Ltée
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.
En savoir plus
Flows before pros?
novembre 10, 2025 | NS Partners
Structural liquidity and investor flows are reshaping market dynamics and asset prices in emerging markets.
En savoir plus
Manufacturing roll-over?
novembre 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.
En savoir plus
From super to secure: Australia’s push for guaranteed retirement income
novembre 6, 2025 | Gestion d’actifs Global Alpha Ltée
Annuities, superannuation and regulatory shifts – what’s driving change in Australian retirement planning and what does it mean for investors and retirees?
En savoir plus
Skipping the siesta: Spain is Europe’s star performer
octobre 30, 2025 | Gestion d’actifs Global Alpha Ltée
Spain has emerged as Europe’s standout performer, driven by open borders, robust EU investment and record-breaking tourism.
En savoir plus
MENA Q3 2025 Manager Letter
octobre 29, 2025
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.
En savoir plus
FEM Q3 2025 Manager Letter
octobre 29, 2025
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.
En savoir plus
Global money update: slowdown on pause
octobre 29, 2025 | NS Partners
Global six-month real narrow money momentum recovered for a second month in September, though remains below a March peak.
En savoir plus