Grit, wheels and wisdom: Why team endurance wins in investing
septembre 25, 2025 | Gestion d’actifs Global Alpha Ltée
It takes a cohesive group of skilled team members who trust and count on each other to successfully navigate volatile times in any environment.
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Unpleasant UK fiscal arithmetic
septembre 25, 2025 | NS Partners
The November Budget needs to deliver an early return to a primary surplus to calm fears of a fiscal doom loop.
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A short Fed easing window?
septembre 25, 2025 | NS Partners
A simple model suggests that the window for rate cuts will close in early 2026 if the economy tracks the median FOMC forecast.
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Don’t buy the duds in China: Quality companies remain cheap despite the recent rally
septembre 18, 2025 | NS Partners
The broad market in China now trades in line with the long-term average valuations. Which begs the question, is there any fuel left in this rally?
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Quakeproof: Japan’s century companies outlast economic and political shifts
septembre 18, 2025 | Gestion d’actifs Global Alpha Ltée
Our recent visit to Japan gave us firsthand insight into current market sentiments and taught us how Japan’s century-old companies were built to last.
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UK underlying inflation has slowed
septembre 17, 2025 | NS Partners
A measure of UK annual core CPI inflation excluding direct policy effects has fallen by 0.5 pp over the past year.
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Chinese money update: still supportive
septembre 16, 2025 | NS Partners
The Chinese economy has slowed sharply but money trends are giving a modestly reassuring signal.
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The SDG mirage: How to spot real sustainable outcomes vs marketing spin?
septembre 11, 2025 | Gestion d’actifs Global Alpha Ltée
With global sustainable fund assets reaching USD3.5 trillion, it’s crucial to apply a critical lens to assess credibility and identify genuine contributions to the UN SDGs. How to tell real sustainability from creative marketing.
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More signs of Eurozone softening
septembre 10, 2025 | NS Partners
Other indicators support the monetary forecast of a loss of economic momentum.
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Perspectives de CC&L : Taux limités, décalages illimités | Troisième trimestre de 2025
septembre 8, 2025 | Gestion de placements CC&L
Les marchés peuvent sembler calmes, mais sous la surface, les décalages s’accentuent. Les taux sont bloqués par la politique, la domination de la politique budgétaire et les pressions inflationnistes, tandis que les investisseurs demeurent complaisants à l’égard des risques.
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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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French Sync Post test
août 22, 2025
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