Annual Business Update | March 2026
March 31, 2026 | CC&L Investment Management
In our 2026 Annual Business Update, we highlight how we’re continuing our focus on delivering strong investment performance and consistent client service.
Press releases, announcements and articles
We invite you to browse our latest news below and to contact us with any questions you may have.
Archive
Insights
Read More
From renewable buildout to grid integration: What Europe needs to support its energy transition
March 26, 2026 | Global Alpha Capital Management
A look at the “picks-and-shovels” layer of the energy transition: the cable and grid systems required to deliver, scale and monetize renewable electricity in Europe.
Global money update: US rebound
March 26, 2026 | NS Partners
Monetary trends suggest that US economic prospects were improving relative to the Eurozone before the Gulf War III energy shock.
UK housing crash?
March 25, 2026 | NS Partners
The Gulf War III mortgage rate shock may be the trigger for the long-term housing cycle to enter its “bust” phase.
Another central bank policy mistake?
March 24, 2026 | NS Partners
Hawkish officials are fighting the last war, fearing a repeat of the 2022 inflation upsurge despite much weaker money growth.
Responding to conflict in the Middle East
March 16, 2026 | NS Partners
The Iran conflict highlights how navigating macro shocks is the key to investment success in emerging markets investing. In times of high uncertainty and volatility, it pays to be both disciplined and nimble, recalibrating beliefs and tweaking exposure as the data changes.
Cyclical vulnerability
March 13, 2026 | NS Partners
Energy supply disruption is occurring with key economic cycles in time windows for weakness.
Sleep on this: From better rest to better returns
March 12, 2026 | Global Alpha Capital Management
As spending shifts toward wellness, travel and lifestyle balance, the growing sleep economy is emerging as a compelling long‑term investment theme.
Misplaced ISM optimism
March 11, 2026 | NS Partners
A rise in the US ISM manufacturing new orders index was expected to be short-lived even before the outbreak of Gulf War III.
Why has US bank loan growth surged?
March 4, 2026 | NS Partners
A recent pick-up in commercial bank loan growth is unlikely to be a positive signal for economic prospects.
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.
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.
For additional information on Connor, Clark & Lunn Financial Group, please contact:
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
Tel: 44 (0)203 535 8107 [email protected]Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Connor, Clark & Lunn Financial Group (CC&L) website may contain hyperlinks to websites operated by parties other than CC&L. Such hyperlinks are provided for your reference only. CC&L does not control such websites and is not responsible for their contents. The inclusion by CC&L of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
CC&L Financial Group Ltd.
November 17, 2021