Is Eurozone labour market resilience about to crumble?
August 8, 2025 | NS Partners
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
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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Trends in asset allocation: The rise of a total portfolio approach
August 5, 2025 | Connor, Clark & Lunn Financial Group
The total portfolio approach (TPA) aims to treat the entire portfolio as a single, integrated entity and is gaining significant traction amongst larger investors. How is TPA different and who’s best positioned to take advantage?
FEM Q2 2025 Manager Letter
August 1, 2025 | Vergent Asset Management
In our 2nd quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
MENA Q2 2025 Manager Letter
August 1, 2025 | Vergent Asset Management
In our 2nd quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
Warsaw calling: A view from the ground
July 31, 2025 | Global Alpha Capital Management
A recent visit to Warsaw showed us that Poland is a modern, outward-looking EU economy, with growing urban infrastructure.
Global money update: US relative strength
July 31, 2025 | NS Partners
US six-month real narrow money momentum recovered in June, in contrast to a further slowdown in the Eurozone and outright weakness in Japan / the UK.
UK money update: misleading M4ex
July 30, 2025 | NS Partners
Moderate growth of the Bank of England’s M4ex measure conceals weak corporate / household money trends.
Eurozone money update: further softening
July 25, 2025 | NS Partners
June money numbers cast doubt on ECB President Lagarde’s assertion that policy-makers are “in a good place”.
Value-Up trade revived in South Korea as President Lee takes power
July 21, 2025 | NS Partners
In this month’s commentary we cover the surge in South Korean equities fuelled by recently elected President Lee’s embrace of governance reform.
EM money update: India hotting up
July 18, 2025 | NS Partners
Six-month real narrow money momentum remains stronger in the E7 than G7, with India a new source of strength and China stabilising after a pull-back.
Global green transformation
July 17, 2025 | Global Alpha Capital Management
The future is getting greener as countries prioritize initiatives for renewable energy, sustainable infrastructure and electrification.
Why has UK money growth slumped?
July 11, 2025 | NS Partners
Monetary weakness may partly reflect temporary factors but also signals an overrestrictive policy stance.
A “monetarist” perspective on current equity markets
July 9, 2025 | NS Partners
Global six-month real narrow money momentum fell sharply between March and May, suggesting economic weakness from late 2025.
Second Quarter 2025
July 4, 2025 | CC&L Investment Management
What’s new We are pleased to announce the recent expansion of our UCITS Fund platform with the addition of a […]
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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