Chinese money update: losing momentum
juin 17, 2025 | NS Partners
Chinese monetary trends suggest a continuation of lacklustre economic growth with negligible inflation.
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Are EM equities great again?
juin 16, 2025 | NS Partners
In this month’s commentary we go under the hood of the recent rally in EM equities, and cover Mexico’s controversial judicial elections and their impact on the country’s institutional quality.
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Intelligence artificielle : la dernière GPT (mais pas celle à laquelle vous pensez)
juin 12, 2025
L’IA commence à jouer un rôle dans les rouages du secteur de la gestion d’actifs. Avec le temps, son influence s’étendra à un plus grand nombre de catégories d’actif.
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A “monetarist” perspective on UK medium-term inflation prospects
juin 11, 2025 | NS Partners
Historical lags and exchange rate appreciation suggest that disinflation has much further to run.
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Disappointing Eurozone / UK money numbers
juin 6, 2025 | NS Partners
Eurozone / UK money growth has weakened despite rate cuts, suggesting that central banks have more work to do.
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Don’t discount the discounters
juin 5, 2025 | Gestion d’actifs Global Alpha Ltée
Competition is tight in the industry of discount grocery markets. Staying focused with product lineups and efficient with inventory can help gain a different edge over rival retailers.
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Global industrial momentum still weakening
juin 5, 2025 | NS Partners
Trade disruption and a monetary relapse suggest receding prospects for a H2 recovery in global manufacturing PMI new orders.
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Global money update: renewed weakness
juin 4, 2025 | NS Partners
A hopeful signal from an earlier monetary pick-up has fizzled.
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US money update: balance of payments drag
mai 30, 2025 | NS Partners
US money growth is slowing, suggesting less support for the economy and improving prospects for rate cuts.
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Gut feelings: A strong gut microbiome for feeling good
mai 29, 2025 | Gestion d’actifs Global Alpha Ltée
The key to overall well-being might be in your gut, and probiotics can help.
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UK inflation: underlying softening
mai 28, 2025 | NS Partners
UK April inflation numbers were much less bad than reported.
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Uncovering hidden champions
mai 22, 2025 | Gestion d’actifs Global Alpha Ltée
Searching emerging markets for the hidden champions with winning attributes.
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Implications of Asian currency tremors
mai 21, 2025 | NS Partners
This month’s commentary examines how the violent surge in the Taiwan dollar in early May could signal the start of a broader shift in global capital that could have big implications for which markets out- or underperform going forward.
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Perspectives des titres à revenu fixe
mai 20, 2025
Les perspectives des titres à revenu fixe et la façon dont un large éventail de stratégies de placement en ces titres peut contribuer à diversifier le risque pour les investisseurs.
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