US money update: suspect deposit data
December 29, 2025 | NS Partners
A sharp rise in US demand deposits in November probably reflects a statistical distortion, with broader money trends stable.
Press releases, announcements and articles
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2026: The year quality starts to matter again
December 18, 2025 | Global Alpha Capital Management
Farewell 2025 tech bubble, hello quality-focused reset in 2026.
Quality by first principles in EM
December 17, 2025 | NS Partners
Agility within an investment process is key in navigating inevitable style regime rotation.
UK inflation: another favourable surprise
December 17, 2025 | NS Partners
November CPI numbers support “monetarist” optimism, with an undershoot now on the horizon.
Addressing the myopia pandemic
December 11, 2025 | Global Alpha Capital Management
Myopia rates are surging worldwide, especially among children and teens, but industry leaders are innovating solutions to improve access to vision correction worldwide.
Defiant Fed forecasts
December 11, 2025 | NS Partners
The Fed’s economic forecasts continue to suggest that the window for easing will close in early 2026, based on a model of its historical behaviour.
Slowdown signals
December 9, 2025 | NS Partners
Global manufacturing PMI new orders weakened on schedule but money trends currently suggest a limited decline.
Time to take out the trash – Why high ROE matters in the long run
December 4, 2025 | Global Alpha Capital Management
Time and again, numbers show that high ROE stocks consistently outperform their lower-quality counterparts, even when speculative surges dominate for short periods.
Eurozone money update: disappointing response
December 3, 2025 | NS Partners
Monetary trends suggest that interest rates remain above a “neutral” level.
Testing matters: Ensuring semiconductors can withstand the pressures of AI
November 27, 2025 | Global Alpha Capital Management
As AI accelerates the complexity and value of semiconductors, robust testing has become essential for reliability and performance.
Global money update: EM strength
November 27, 2025 | NS Partners
Global money trends suggest that major economic weakness will be deferred until later in 2026.
Game changers in Japan’s equity market
November 20, 2025 | Global Alpha Capital Management
Japan’s equity market is experiencing a structural reset, marked by record-breaking foreign inflows and transformative reforms.
The role of energy transition in the battle against climate change
November 20, 2025 | Connor, Clark & Lunn Financial Group
The world stands at the brink of another energy transformation, but this time, the stakes are higher.
UK inflation: “monetarist” optimism on track
November 19, 2025 | NS Partners
Inflation is realigning with lagged money trends as policy distortions fade.
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Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales, Global,
CC&L Financial Group
Eric Hasenauer
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
John Ricketts
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
Carlos Stelin
Director of Institutional Sales, Europe, CC&L Financial Group
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November 17th, 2021