Adaptation is the new mitigation
avril 17, 2025 | Gestion d’actifs Global Alpha Ltée
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
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Echoes of 1971
avril 17, 2025 | NS Partners
Current events are reminiscent of the same stage of the last 54-year Kondratyev cycle.
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Chinese / Japanese monetary divergence still widening
avril 15, 2025 | NS Partners
Monetary trends suggest that China’s economy is better placed to withstand tariff damage than Japan’s.
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Robots, on-shoring and tariffs: Is Optimus primed for launch?
avril 10, 2025 | Gestion d’actifs Global Alpha Ltée
While the latest tariffs are reshaping the global economy, humanoid robots are poised to play a pivotal role in the logistics sector.
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A “monetarist” perspective on current equity markets
avril 2, 2025 | NS Partners
A promising recovery in global money growth may be insufficient to offset lagged effects of prior tightness and the US trade policy shock.
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Rethinking Indonesia: From near-term pain to long-term gains
mars 27, 2025 | Gestion d’actifs Global Alpha Ltée
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
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Contradictory Fed
mars 26, 2025 | NS Partners
The Fed’s economic forecasts are inconsistent with the suggestion of a 50 bp cut in rates by year-end, according to a model of its historical behaviour.
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US money supply / demand in broad balance
mars 21, 2025 | NS Partners
The economy and markets no longer enjoy support from an excess stock of money.
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Sweet spot in Japan
mars 20, 2025 | Gestion d’actifs Global Alpha Ltée
Japan small caps have less exposure to tariffs and are sweetly positioned to outperform large caps.
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Vicious and virtuous investment circles revisited & Malaysia’s golden opportunity
mars 20, 2025 | NS Partners
This month’s commentary covers Trump trades going in reverse, along with our research trip in Malaysia.
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UK vacancies still weakening
mars 20, 2025 | NS Partners
A fall in private sector postings pushed single-month vacancies further below the pre-pandemic level.
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Revue annuelle de l’entreprise – Mars 2025
mars 17, 2025 | Gestion de placements CC&L
Dans notre Revue annuelle de l’entreprise de 2025, nous réaffirmons notre engagement à offrir un rendement et un service supérieurs à nos clients.
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Japanese money update: still weakening
mars 14, 2025 | NS Partners
Japanese inflation isn’t back and money trends suggest a coming major undershoot.
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European defence spending set to explode
mars 13, 2025 | Gestion d’actifs Global Alpha Ltée
Europe decides to take its defence into its own hands.
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