Brewing success in the coffee market
February 20, 2025 | Global Alpha Capital Management
Coffee innovation and consumer trends are brewing market growth.
Read More
Chinese stocks climb “wall of worry”
February 19, 2025 | NS Partners
Chinese money growth has normalised while the MSCI China index remains on a steep valuation discount despite recent outperformance.
Read More
UK inflation: it’s getting complicated
February 13, 2025 | NS Partners
The Bank of England expects rises in regulated prices and taxes to push headline CPI inflation up to 3.5% by June but the forecast likely underestimates disinflationary pressure from monetary weakness.
Read More
DeepSeek frenzy a reminder of China’s ability to innovate
February 12, 2025 | NS Partners
This month’s commentary explores the market implications of Chinese AI innovation and market implications of AI ubiquity.
Read More
Enter the ascending dragon
February 12, 2025 | Global Alpha Capital Management
On the verge of being upgraded to an emerging market, Vietnam is poised to become ASEAN’s newest growth engine.
Read More
The forgotten asset class – case for Canadian Small Cap Equity
February 10, 2025 | Connor, Clark & Lunn Financial Group
This article discusses the merits of Canadian small cap equities and how investors can benefit from its potential contribution.
Read More
Why travel offers resiliency amid a tough consumer spending outlook
February 6, 2025 | Global Alpha Capital Management
Consumers may have less disposable income, but that’s not stopping them from choosing to spend on travel.
Read More
“Diversification is key”: Peter Muldowney in Benefits and Pension Monitor article
February 5, 2025 | Connor, Clark & Lunn Financial Group
Peter Muldowney, Senior Vice President and Head of Institutional and Multi-Asset Strategy speaks to Benefits and Pension Monitor.
Read More
Global industrial revival on track but obstacles ahead
February 5, 2025 | NS Partners
Manufacturing surveys may reach a short-term peak this spring, with the extent of any retracement partly depending on trade policy developments.
Read More
UK money update: still weak
January 31, 2025 | NS Partners
MPC inertia had condemned the UK to economic underperformance well before the October Budget.
Read More
Brazil’s growth, challenges and opportunities
January 30, 2025 | Global Alpha Capital Management
A look at Brazil’s economic performance and inflation dynamics, and an exploration of potential opportunities for 2025.
Read More
Global money update: tentative positive
January 29, 2025 | NS Partners
US / Eurozone / Chinese money measures rose solidly in December but a further pick-up is required to warrant hopes of a 2026 global economic “boomlet”.
Read More
MENA Q4 2024 Manager Letter
January 28, 2025 | Vergent Asset Management
In our 4th quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
Read More
FEM Q4 2024 Manager Letter
January 28, 2025 | Vergent Asset Management
In our 4th quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
Read More