Achat au Canada : Sommes-nous entrés dans un nouveau cycle de surperformance des actions canadiennes?
avril 2, 2026 | Gestion de placements CC&L
Alors qu’à la fin de 2025, les commentaires sur les marchés portaient sur la durabilité des valorisations élevées des actions américaines à mégacapitalisation du secteur des technologies de l’information, les actions canadiennes ont affiché un rendement nettement supérieur.
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Revue annuelle de l’entreprise | Mars 2026
mars 31, 2026 | Gestion de placements CC&L
Dans notre Revue annuelle de l’entreprise de 2026, nous soulignons que nous continuons à mettre l’accent sur la réalisation de solides rendements des placements et la prestation d’un service à la clientèle de qualité constante.
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From renewable buildout to grid integration: What Europe needs to support its energy transition
mars 26, 2026 | Gestion d’actifs Global Alpha Ltée
A look at the “picks-and-shovels” layer of the energy transition: the cable and grid systems required to deliver, scale and monetize renewable electricity in Europe.
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Global money update: US rebound
mars 26, 2026 | NS Partners
Monetary trends suggest that US economic prospects were improving relative to the Eurozone before the Gulf War III energy shock.
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UK housing crash?
mars 25, 2026 | NS Partners
The Gulf War III mortgage rate shock may be the trigger for the long-term housing cycle to enter its “bust” phase.
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Another central bank policy mistake?
mars 24, 2026 | NS Partners
Hawkish officials are fighting the last war, fearing a repeat of the 2022 inflation upsurge despite much weaker money growth.
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Responding to conflict in the Middle East
mars 16, 2026 | NS Partners
The Iran conflict highlights how navigating macro shocks is the key to investment success in emerging markets investing. In times of high uncertainty and volatility, it pays to be both disciplined and nimble, recalibrating beliefs and tweaking exposure as the data changes.
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Cyclical vulnerability
mars 13, 2026 | NS Partners
Energy supply disruption is occurring with key economic cycles in time windows for weakness.
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Sleep on this: From better rest to better returns
mars 12, 2026 | Gestion d’actifs Global Alpha Ltée
As spending shifts toward wellness, travel and lifestyle balance, the growing sleep economy is emerging as a compelling long‑term investment theme.
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Misplaced ISM optimism
mars 11, 2026 | NS Partners
A rise in the US ISM manufacturing new orders index was expected to be short-lived even before the outbreak of Gulf War III.
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Why has US bank loan growth surged?
mars 4, 2026 | NS Partners
A recent pick-up in commercial bank loan growth is unlikely to be a positive signal for economic prospects.
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Japan: A tech paradox
février 26, 2026 | Gestion d’actifs Global Alpha Ltée
Accelerated by the pandemic, Japan’s shift from legacy systems to cloud-based solutions highlights opportunities and challenges within the country’s IT landscape.
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Surprising January monetary news
février 25, 2026 | NS Partners
Global six-month real narrow money momentum is estimated to have rebounded from a sharp December fall to reach a new high in January.
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Has the Fed’s easing window closed?
février 20, 2026 | NS Partners
The historical Fed would be shifting to a tightening bias in response to recent economic news.
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