
Mise à jour sur l’investissement responsable de CC&L – 2023
septembre 21, 2023 | Gestion de placements CC&L
Veuillez cliquer sur ce lien pour consulter notre dernière mise à jour annuelle sur l’investissement responsable (IR).
L’actualité
Célébrer notre impact collectif durant le mois de la fierté
L’actualité
Célébrer notre impact collectif durant le mois de la fierté
INVESTISSEURS INDIVIDUELS
INVESTISSEURS INSTITUTIONNELS
L’actualité
Célébrer notre impact collectif durant le mois de la fierté
L’actualité
Célébrer notre impact collectif durant le mois de la fierté
INVESTISSEURS INDIVIDUELS
Gestion privée Connor, Clark & Lunn Fonds Connor, Clark & LunnCONSEILLERS
Fonds Connor, Clark & Lunn Gestion privée Connor, Clark & LunnINVESTISSEURS INSTITUTIONNELS
Baker Gilmore & Associés inc. Banyan Capital Partners Connor, Clark & Lunn Infrastructure Gestion de placements Connor, Clark & Lunn Ltée Investissements immobiliers Crestpoint Ltée Gestion d’actifs Global Alpha Ltée MidStar Capital Corp. NS Partners Ltd PCJ Investment Counsel Ltd. Gestion de placements Scheer, Rowlett & Associés Ltée Vergent Asset Management Ltd.
Nous vous invitons à parcourir nos dernières nouvelles ci-dessous et à nous contacter si vous avez des questions.
Archive
septembre 21, 2023 | Gestion de placements CC&L
Veuillez cliquer sur ce lien pour consulter notre dernière mise à jour annuelle sur l’investissement responsable (IR).
septembre 21, 2023 | Gestion d’actifs Global Alpha Ltée
Explore the pet industry as an investment option, where love for pets can bring economic growth.
septembre 20, 2023 | NS Partners
Global six-month real narrow money momentum is estimated to have broken to a new low in August, reinforcing pessimism here about economic prospects and casting strong doubt on now widely-held “soft landing” hopes. Real money momentum bottomed in July 2022, recovered during H2 but suffered a relapse in early 2023, retesting the 2022 low in April.
septembre 14, 2023 | Gestion d’actifs Global Alpha Ltée
Rising natural disasters challenge insurance: are we ready for the financial fallout?
septembre 14, 2023 | Gestion de placements CC&L
Analyse de la hausse furtive des déficits aux États-Unis et du changement tranquille de politique budgétaire dans un contexte de gains économiques.
septembre 13, 2023 | NS Partners
The drip feed of policy support in China continues.
septembre 13, 2023 | NS Partners
A post in May suggested that UK employment would embark on a sustained decline in Q2. This was based on the stock of vacancies having fallen 17% from its 12-month peak – declines of more than 15% historically were always associated with sustained employment falls.
septembre 8, 2023 | NS Partners
A “double dip” in the global economy suggested by monetary trends appears to be playing out, with weakness likely to intensify into late 2023. The global composite PMI new orders index – a timely coincident indicator – continued its decline from a May peak last month.
août 31, 2023 | Gestion d’actifs Global Alpha Ltée
Pandemic-led boom in sneaker sales wanes.
août 31, 2023 | NS Partners
Eurozone / UK July money numbers offer further support to the assessment here that ECB / Bank of England policy tightening has been excessive and – unless reversed swiftly – will cause unnecessarily severe economic weakness and a medium-term inflation undershoot. The latest releases are astonishing in several respects.
août 25, 2023 | NS Partners
Why have global government bond yields picked up over the summer despite weakening PMIs and neutral / favourable inflation news? The rise is attributed here to a further deterioration in the global “excess” money backdrop driven partly by unexpected output strength as an easing of supply constraints has allowed firms to work off order backlogs.
août 23, 2023 | NS Partners
Pessimistic commentators argue that the Chinese economy has entered a “liquidity trap” and faces Japan-style deflation. This assessment is not shared here: a recent monetary slowdown can be explained by misguided policy tightening around end-2022, which is now being reversed, while broad money growth would need to fall much further to suggest a sustained decline in prices.
août 17, 2023 | Gestion d’actifs Global Alpha Ltée
The battle against PFAS contamination intensifies – and how our portfolio company is stepping up.
août 11, 2023 | NS Partners
China’s authorities try to revive animal spirits, India’s banking powerhouse: exploring cyclical and structural shifts in emerging markets.