US money update: mixed signals
January 28, 2026 | NS Partners
US narrow money is growing slowly, casting doubt on expectations of economic strength.
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Forecast – 2026
January 21, 2026 | CC&L Investment Management
After three consecutive years of strong equity returns, the investment environment entering 2026 is shifting.
Weaker monetary news
January 20, 2026 | NS Partners
Early numbers suggest that global six-month real narrow money momentum fell back sharply in December.
US broad money update: low household cash ratio
January 16, 2026 | NS Partners
The share of money holdings in household financial wealth is near the bottom of its range since the mid-2000s, with equity exposure at a post-WW2 record.
Five ESG trends for 2026
January 15, 2026 | Global Alpha Capital Management
Despite some recent pushbacks, ESG is here to stay and remains a critical lens for identifying material risks and long-term value in a changing world. Here are five key ESG trends shaping 2026.
LatAm’s rightward political shift is fuelling a continent-wide bull market
January 13, 2026 | NS Partners
Following years of economic pain brought about by loose fiscal policy under socialist leaders, a “blue wave” of fiscal conservatism is sweeping across the continent. More muscular regional foreign policy by the United States is likely to reinforce the trend.
Fourth Quarter 2025 Non-Canadian Equity Strategies
January 8, 2026 | CC&L Investment Management
What’s New CC&L Investment Management is proud to be the recipient of a 2025 Coalition Greenwich Award: Best Asset Manager […]
Fourth Quarter 2025 Canadian Domiciled Strategies
January 8, 2026 | CC&L Investment Management
What’s New CC&L Investment Management is proud to be the recipient of a 2025 Coalition Greenwich Award: Best Asset Manager […]
2025 year in review – the glistening Great White North
January 8, 2026 | Connor, Clark & Lunn Financial Group
Despite a year of geopolitical unrest and trade challenges, investors saw robust portfolio growth with strong Canadian equities and a broadening of stocks away from the Magnificent Seven.
Navigating the global versus home-country equity bias decision
January 8, 2026 | Connor, Clark & Lunn Financial Group
While some investors may go all-in on global equities, there are several advantages for having a Canadian-equity bias.
A “monetarist” perspective on current equity markets
January 7, 2026 | NS Partners
Global money trends appear modestly supportive but cyclical clouds are gathering.
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.
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.
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
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November 17th, 2021