Taking stock of EM performance
July 31, 2026 | NS Partners
India has fallen out of favour with emerging market investors as attention has shifted to North Asian technology stocks.
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From kidnapping to cybersecurity – there’s a policy for that
July 30, 2026 | Global Alpha Capital Management
From cybersecurity and political risk to fine art, marine cargo and niche business coverage, specialty insurance exists to price risks that standard insurers often cannot.
US money update: further acceleration
July 29, 2026 | NS Partners
Monetary buoyancy puts Fed Chair Warsh in a bind.
Eurozone money update: signal still downbeat
July 28, 2026 | NS Partners
Monetary trends suggest that recent PMI improvement will prove temporary.
Navigating uncertainty: A framework for better investment decisions
July 27, 2026 | Connor, Clark & Lunn Financial Group
Investing success comes from making sound decisions in spite of uncertainty.
China beyond the headlines
July 22, 2026 | NS Partners
Reassessing China’s risk for EM investors.
A cynical view of central bank money-speak
July 22, 2026 | NS Partners
References to money trends in Fed and Bank of England reports represent tokenism, with no implications for policy.
A practical guide to enterprise risk management
July 20, 2026 | Connor, Clark & Lunn Financial Group
Peter Muldowney co-authored a practical guide to enterprise risk management for boards overseeing pension and benefits programs, published in Plans & […]
Beyond the label: How SFDR 2.0 could redefine sustainable funds
July 16, 2026 | Global Alpha Capital Management
SFDR 2.0 may still be under negotiation, but its direction is already worth watching. Developments today could shape sustainability-focused investment strategies in the years ahead.
Japan’s QT disaster
July 9, 2026 | NS Partners
The BoJ’s bond disposals are crushing money growth, threatening a return to deflation.
Rethinking fixed income portfolios through integrated strategies
July 3, 2026 | Connor, Clark & Lunn Financial Group
What about building fixed income portfolios based on outcomes, instead of product labels?
The silver economy: A secular opportunity
July 2, 2026 | Global Alpha Capital Management
As populations age across developed markets, companies serving the needs of older demographics – from health care and long-term care to financial services and mobility – may be well positioned for durable growth.
A “monetarist” perspective on current equity markets
July 2, 2026 | NS Partners
The monetary backdrop for markets has become less favourable, while a pick-up in US money growth suggests rising medium-term inflation risks.
Fixing the strategic small cap underweight: Part 2
June 25, 2026 | Global Alpha Capital Management
What recent small-cap performance means for portfolio allocation decisions and why common objections to the asset class may need to be revisited.
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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November 25, 2021