Rethinking fixed income portfolios through integrated strategies
July 3, 2026 | Connor, Clark & Lunn Financial Group
What about building fixed income portfolios based on outcomes, instead of product labels?
Press releases, announcements and articles
We invite you to browse our latest news below and to contact us with any questions you may have.
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The silver economy: A secular opportunity
July 2, 2026 | Global Alpha Capital Management
As populations age across developed markets, companies serving the needs of older demographics – from health care and long-term care to financial services and mobility – may be well positioned for durable growth.
A “monetarist” perspective on current equity markets
July 2, 2026 | NS Partners
The monetary backdrop for markets has become less favourable, while a pick-up in US money growth suggests rising medium-term inflation risks.
Fixing the strategic small cap underweight: Part 2
June 25, 2026 | Global Alpha Capital Management
What recent small-cap performance means for portfolio allocation decisions and why common objections to the asset class may need to be revisited.
Are equities stalling?
June 25, 2026 | NS Partners
The “excess” money backdrop for markets has become less favourable, with mixed prospects for H2.
Fixing the strategic underweight: Part 1
June 18, 2026 | Global Alpha Capital Management
Small caps have outperformed large caps on both sides of the Atlantic – even amid rising rates, oil volatility and negative economic surprises.
Semiconductor lollapalooza stumbles
June 17, 2026 | NS Partners
Semiconductors wobble as macro risk, momentum, leverage and crowding collide.
More slowdown signals
June 9, 2026 | NS Partners
OECD leading indicator data and survey evidence on stocks support the forecast of a H2 loss of industrial momentum.
From sea to shore: Vessel engines enter the AI infrastructure race
June 4, 2026 | Global Alpha Capital Management
As speed-to-power becomes increasingly important to the rapid growth of AI and data centres, developers are turning to alternative solutions.
Alarming Eurozone / UK money data
June 2, 2026 | NS Partners
April money numbers signal rising recession risk and suggest that policy-makers should be considering easing not tightening.
We’re going up, up, up … is it our moment?
June 1, 2026 | CC&L Investment Management
Markets continue to move higher despite war, elevated oil prices, and rising yields. Strong earnings and the AI-driven capex cycle are sustaining the rally, while risks that once threatened the expansion have repeatedly failed to materialize.
Is earnings momentum peaking?
May 27, 2026 | NS Partners
An expected fall in global manufacturing PMI new orders suggests a moderation, at least, in current earnings strength.
Necessity, the mother of invention
May 21, 2026 | Global Alpha Capital Management
China’s semiconductor ambitions are becoming an increasingly important part of the global investment story.
Rallying EM equities reflect an AI-powered earnings surge
May 20, 2026 | NS Partners
The AI boom is powering emerging market equities, led by South Korean DRAM giants which are now among the most profitable companies in the world.
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 17, 2021