A presidential game of trump: Navigating Trump’s tariffs in Mexico and Brazil
mai 8, 2025 | Gestion d’actifs Global Alpha Ltée
Navigating Trump’s tariffs in Latin America has been a complex challenge for global trade. What strategies have the presidents of Mexico and Brazil employed to mitigate the impact of these tariffs and maintain strong trading relationships with the United States?
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Is the professional sports data-aggregation business a sure bet?
mai 1, 2025 | Gestion d’actifs Global Alpha Ltée
The collection and aggregation of robust data, along with innovative technology solutions, are transforming sports betting and the way that sports leagues use data insights.
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Are US monetary conditions about to tighten?
mai 1, 2025 | NS Partners
“Treasury QE” has supported US broad money growth but a lifting of the debt ceiling promises a reckoning.
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Are Eurozone money trends inflecting weaker?
avril 30, 2025 | NS Partners
Eurozone March money numbers suggest that further ECB policy easing will be required to insulate the economy from global weakness.
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A green energy update
avril 24, 2025 | Gestion d’actifs Global Alpha Ltée
Despite US challenges and slowdowns, the global shift towards clean energy continues to accelerate, with countries like China leading the way.
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MENA Q1 2025 Manager Letter
avril 24, 2025
In our 1st quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
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FEM Q1 2025 Manager Letter
avril 24, 2025
In our 1st quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
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Global money update: cavalry arriving?
avril 24, 2025 | NS Partners
A rise in money growth, if sustained, could offset US tariff damage.
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‘Beautiful’ tariffs and the end of exceptionalism
avril 22, 2025 | NS Partners
This month’s commentary considers how America-First trade policy has exposed US money and credit imbalances, and how this may signal the beginning of a new regime in global financial markets.
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Adaptation is the new mitigation
avril 17, 2025 | Gestion d’actifs Global Alpha Ltée
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
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Echoes of 1971
avril 17, 2025 | NS Partners
Current events are reminiscent of the same stage of the last 54-year Kondratyev cycle.
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Chinese / Japanese monetary divergence still widening
avril 15, 2025 | NS Partners
Monetary trends suggest that China’s economy is better placed to withstand tariff damage than Japan’s.
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Robots, on-shoring and tariffs: Is Optimus primed for launch?
avril 10, 2025 | Gestion d’actifs Global Alpha Ltée
While the latest tariffs are reshaping the global economy, humanoid robots are poised to play a pivotal role in the logistics sector.
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A “monetarist” perspective on current equity markets
avril 2, 2025 | NS Partners
A promising recovery in global money growth may be insufficient to offset lagged effects of prior tightness and the US trade policy shock.
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