Fueling the future with natural gas
août 28, 2025 | Gestion d’actifs Global Alpha Ltée
As the world demands more energy to power its future, natural gas production, storage and distribution steps up to deliver.
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Global money update: further slowdown
août 28, 2025 | NS Partners
Monetary trends suggest weakening economic prospects for late 2025 / early 2026.
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UK QT has been a costly mistake
août 27, 2025 | NS Partners
QT has been fiscally expensive, is contributing to worrying monetary weakness and wasn’t required on operational grounds.
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Brazilian Blackjack revisited
août 20, 2025 | NS Partners
Running count improves as low cards exit the deck.
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K-series part 2: Big, beautiful K‑cosmetics
août 13, 2025 | Gestion d’actifs Global Alpha Ltée
Korean brands are taking the top spot in the world of cosmetics. Innovation, quality and variety, coupled with inquisitive Gen Z consumers have gained K-cosmetics a strong foothold in the global market.
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Why inflation pessimism is premature
août 13, 2025 | NS Partners
The monetary conditions for a second inflation rise into the Kondratyev peak have yet to fall into place.
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Is Eurozone labour market resilience about to crumble?
août 8, 2025 | NS Partners
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
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Tendances en matière de répartition de l’actif : l’essor d’une approche axée sur le « portefeuille…
août 5, 2025
L’approche axée sur le « portefeuille total » vise à traiter l’ensemble du portefeuille comme une seule entité intégrée et gagne considérablement en popularité auprès des grands investisseurs. En quoi l’APT est-elle différente et qui est le mieux placé pour en profiter?
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FEM Q2 2025 Manager Letter
août 1, 2025
In our 2nd 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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MENA Q2 2025 Manager Letter
août 1, 2025
In our 2nd 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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Warsaw calling: A view from the ground
juillet 31, 2025 | Gestion d’actifs Global Alpha Ltée
A recent visit to Warsaw showed us that Poland is a modern, outward-looking EU economy, with growing urban infrastructure.
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Global money update: US relative strength
juillet 31, 2025 | NS Partners
US six-month real narrow money momentum recovered in June, in contrast to a further slowdown in the Eurozone and outright weakness in Japan / the UK.
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UK money update: misleading M4ex
juillet 30, 2025 | NS Partners
Moderate growth of the Bank of England’s M4ex measure conceals weak corporate / household money trends.
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Eurozone money update: further softening
juillet 25, 2025 | NS Partners
June money numbers cast doubt on ECB President Lagarde’s assertion that policy-makers are “in a good place”.
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