Warren Stoddart joins Chas Burkhart on the Global Investment Leaders podcast
September 22, 2022 | Connor, Clark & Lunn Financial Group
Warren Stoddart, CC&L Financial Group’s President and CEO recently joined Rosemont CEO Chas Burkhart as a guest on the Global Investment Leaders podcast.
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How markets defied concerns – 2024 Year in review
January 20, 2025 | Connor, Clark & Lunn Financial Group
Despite geopolitical risks and high inflation, 2024 turned out to be a remarkable year for markets. US and global equity markets delivered strong returns, driven by technology and AI. Our Year in review and offers a look back at key 2024 asset class performances and future insights as we look forward into 2025.
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Five ESG trends for the new year
January 16, 2025 | Global Alpha Capital Management
Stepping into 2025, the investment landscape is set for transformative shifts. We’ve highlighted five key ESG trends that we feel are going to shape the year ahead.
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Chinese money update: positive signal
January 16, 2025 | NS Partners
Chinese money and credit numbers for December suggest that policy stimulus is becoming effective, warranting an upgraded assessment of economic prospects.
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A “monetarist” perspective on current equity markets
January 7, 2025 | NS Partners
Global money growth remains subdued, support from a previous monetary overhang has ended, while the stockbuilding cycle is approaching a less favourable phase for risk assets.
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2024 wrap up and 2025 outlook: The year in charts
December 19, 2024 | Global Alpha Capital Management
As the year draws to a close, we take a look back at what’s happened in the small cap space, and what opportunities to watch for in 2025.
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Chinese money update: slow recovery
December 18, 2024 | NS Partners
Chinese money trends are normalising after weakness, suggesting modest economic improvement.
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Private credit in Canada – Did the “Golden Age” of private credit miss Canada?
December 17, 2024
When considering a business loan, exploring private credit options in Canada could open up new opportunities for growth and stability.
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Weaker US business money trends
December 13, 2024 | NS Partners
Sectoral numbers show that recent US money growth has been focused on the household and financial sectors, with business holdings falling.
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Global tariff opportunities
December 12, 2024 | Global Alpha Capital Management
Tariffs, trading and the global economy: what the lifting of sanctions means for Australia.
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South Korea rocked by president’s attempt to impose martial law
December 12, 2024 | NS Partners
Political risks spike in South Korea, testing the country’s institutions, the currency and markets. The stampede into US equities continues. Is it sustainable?
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UK money update: corporate liquidity squeeze
December 10, 2024 | NS Partners
Monthly UK money growth was boosted by households scrambling to dispose of assets ahead of the Budget, with a reversal likely and corporate liquidity trends worryingly weak.
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K-series part 1: Shipbuilding in LNG carriers and dual-fuel vessels
December 5, 2024 | Global Alpha Capital Management
K-shipbuilding is a theme gaining traction amongst local asset managers.
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Eurozone inflation: “monetarist” optimism on track
December 4, 2024 | NS Partners
Eurozone services price momentum is “unsticking” as expected, supporting the forecast of sub-2% 2025 inflation.
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Global industrial momentum reviving on schedule
December 4, 2024 | NS Partners
November results confirm a September low in global manufacturing PMI new orders, with money trends suggesting a further rise through spring 2025, subject to tariff distortions.
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