Game changers in Japan’s equity market
November 20, 2025 | Global Alpha Capital Management
Japan’s equity market is experiencing a structural reset, marked by record-breaking foreign inflows and transformative reforms.
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.
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. Speak to your Investment Advisor to learn how our investments can add value to your portfolio.
Insights
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The role of energy transition in the battle against climate change
November 20, 2025 | Connor, Clark & Lunn Financial Group
The world stands at the brink of another energy transformation, but this time, the stakes are higher.
UK inflation: “monetarist” optimism on track
November 19, 2025 | NS Partners
Inflation is realigning with lagged money trends as policy distortions fade.
Chinese money update: lacklustre outlook
November 14, 2025 | NS Partners
October money / credit numbers were mixed, suggesting a continuation of sluggish economic growth.
Global reindustrialization to lift Konecranes
November 13, 2025 | Global Alpha Capital Management
Global reindustrialization, infrastructure renewal and port electrification are creating long-term demand for lifting and automation equipment. Explore how these secular trends could sustain growth for the Finnish lifting-equipment leader.
Flows before pros?
November 10, 2025 | NS Partners
Structural liquidity and investor flows are reshaping market dynamics and asset prices in emerging markets.
From super to secure: Australia’s push for guaranteed retirement income
November 6, 2025 | Global Alpha Capital Management
Annuities, superannuation and regulatory shifts – what’s driving change in Australian retirement planning and what does it mean for investors and retirees?
Manufacturing roll-over?
November 6, 2025 | NS Partners
The forecast of an inflection weaker in global manufacturing PMI new orders is supported by the “internals” of the latest survey.
Skipping the siesta: Spain is Europe’s star performer
October 30, 2025 | Global Alpha Capital Management
Spain has emerged as Europe’s standout performer, driven by open borders, robust EU investment and record-breaking tourism.
FEM Q3 2025 Manager Letter
October 29, 2025 | Vergent Asset Management
In our 3rd quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
MENA Q3 2025 Manager Letter
October 29, 2025 | Vergent Asset Management
In our 3rd quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
Global money update: slowdown on pause
October 29, 2025 | NS Partners
Global six-month real narrow money momentum recovered for a second month in September, though remains below a March peak.
Eurozone money update: sluggish as she goes
October 28, 2025 | NS Partners
Monetary trends continue to cast doubt on economic optimism.
Feeding hearts and portfolios: Growing protein trend is good for your health and investments
October 23, 2025 | Global Alpha Capital Management
Salmon, renowned for its omega-3s and complete protein profile, is driving consumer demand and reshaping portfolios.
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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CC&L Financial Group Ltd.
November 23rd, 2021