Forecast – 2026
January 21, 2026 | CC&L Investment Management
After three consecutive years of strong equity returns, the investment environment entering 2026 is shifting.
We believe that as advisors, you play an important role in helping individuals achieve their financial objectives and investment goals. We are pleased to support advisors with advice and effective investment solutions that leverage the breadth of our multi-boutique platform.
Connor, Clark & Lunn Funds
Connor, Clark & Lunn Funds partners with leading Canadian financial institutions and their investment advisors to bring select institutional investment strategies to private investors through mutual funds, alternative investments and separately managed accounts.
Connor, Clark & Lunn Private Capital
Connor, Clark & Lunn Private Capital is a discretionary investment counsellor managing portfolios for high net worth individuals, Indigenous communities, not-for-profits and charitable foundations across Canada. We get to know our clients and listen carefully to their needs. Our experienced and dedicated investment professionals, using an outcome-orientated approach, provide personalized, tax-efficient portfolios to help clients reach their financial goals. Our clients can benefit from investing in traditional and alternative assets, as we uniquely bring together independent, specialist teams managing a broad range of distinct asset classes that comprise clients’ investment portfolios.
Insights
Read More
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.
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.
UK inflation: another favourable surprise
December 17, 2025 | NS Partners
November CPI numbers support “monetarist” optimism, with an undershoot now on the horizon.
Addressing the myopia pandemic
December 11, 2025 | Global Alpha Capital Management
Myopia rates are surging worldwide, especially among children and teens, but industry leaders are innovating solutions to improve access to vision correction worldwide.
Defiant Fed forecasts
December 11, 2025 | NS Partners
The Fed’s economic forecasts continue to suggest that the window for easing will close in early 2026, based on a model of its historical behaviour.
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 24th, 2021