Japan: A tech paradox
February 26, 2026 | Global Alpha Capital Management
Accelerated by the pandemic, Japan’s shift from legacy systems to cloud-based solutions highlights opportunities and challenges within the country’s IT landscape.
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Surprising January monetary news
February 25, 2026 | NS Partners
Global six-month real narrow money momentum is estimated to have rebounded from a sharp December fall to reach a new high in January.
Has the Fed’s easing window closed?
February 20, 2026 | NS Partners
The historical Fed would be shifting to a tightening bias in response to recent economic news.
Tencent and AI gaming: Beneficiary or loser?
February 19, 2026 | NS Partners
Investors question whether Tencent’s gaming dominance will persist in the face of AI disruption, while trade realignment creates both risks and opportunities for EM investors.
Enhancing leadership and effective board governance
February 13, 2026 | Connor, Clark & Lunn Financial Group
Great leadership requires more than technical skills and intellectual horsepower. It requires emotional intelligence. Arguably, emotional intelligence plays a more decisive role in in decision-making under pressure and building trust around the table. Best of all, it can be strengthened at any stage of life.
Capstone Copper: Positioned to benefit from a structurally tight copper market
February 12, 2026 | Global Alpha Capital Management
Copper markets are entering a structurally tight phase while Chile’s evolving policy backdrop is improving the outlook for long-life, capital-intensive mining assets.
US deposit distortion confirmed
February 11, 2026 | NS Partners
The Fed’s Public Affairs office has confirmed that a large rise in demand deposits in late 2025 reflected a reporting change.
MENA Q4 2025 Manager Letter
February 10, 2026 | Vergent Asset Management
In our 4th quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
Monetary tremors
February 6, 2026 | NS Partners
Recent market turbulence could reflect an adverse shift in “excess” money conditions.
Fade the manufacturing bounce
February 3, 2026 | NS Partners
An expected PMI pick-up is under way but money trends suggest another relapse from Q2.
Eurozone / UK money update: UK relative recovery
January 30, 2026 | NS Partners
Eurozone and UK money trends have shown disappointingly small responses to policy easing.
Five reasons European retail brokerages keep outperforming
January 29, 2026 | Global Alpha Capital Management
Retail investors have reshaped markets, and European brokerages have been among the biggest beneficiaries.
US money update: mixed signals
January 28, 2026 | NS Partners
US narrow money is growing slowly, casting doubt on expectations of economic strength.
Forecast – 2026
January 21, 2026 | CC&L Investment Management
After three consecutive years of strong equity returns, the investment environment entering 2026 is shifting.
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