Sedimentary, my dear Watson: Lime and limestone applications across industries
April 9, 2026 | Global Alpha Capital Management
Lime and limestone uses are often overlooked, but they actually sit at the centre of Europe’s industrial system.
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First Quarter 2026 Non-Canadian Equity Strategies
April 8, 2026 | CC&L Investment Management
What’s New We are pleased to announce the recent expansion of our LP Fund platform with the addition of an […]
The rise of alternatives in Canadian university endowments
April 8, 2026 | Connor, Clark & Lunn Financial Group
Not long ago, alternative investments played only a marginal role in the portfolios of Canadian university endowments. Exposure to assets such as commercial real estate, infrastructure, private equity, private credit and hedge funds was limited, not by philosophy, but by practicality.
A “monetarist” perspective on current equity markets
April 8, 2026 | NS Partners
Global monetary trends were supportive pre-shock but an inflation squeeze on real growth is now likely, reinforcing a cautionary message from cycle analysis.
Buy Canada: Have We Entered a New Cycle of Canadian Equity Outperformance?
April 2, 2026 | CC&L Investment Management
While market commentary in late 2025 focused on the question of the sustainability of high valuations of mega-cap US technology stocks, Canadian equities quietly delivered material outperformance.
Annual Business Update | March 2026
March 31, 2026 | CC&L Investment Management
In our 2026 Annual Business Update, we highlight how we’re continuing our focus on delivering strong investment performance and consistent client service.
From renewable buildout to grid integration: What Europe needs to support its energy transition
March 26, 2026 | Global Alpha Capital Management
A look at the “picks-and-shovels” layer of the energy transition: the cable and grid systems required to deliver, scale and monetize renewable electricity in Europe.
Global money update: US rebound
March 26, 2026 | NS Partners
Monetary trends suggest that US economic prospects were improving relative to the Eurozone before the Gulf War III energy shock.
UK housing crash?
March 25, 2026 | NS Partners
The Gulf War III mortgage rate shock may be the trigger for the long-term housing cycle to enter its “bust” phase.
Another central bank policy mistake?
March 24, 2026 | NS Partners
Hawkish officials are fighting the last war, fearing a repeat of the 2022 inflation upsurge despite much weaker money growth.
Responding to conflict in the Middle East
March 16, 2026 | NS Partners
The Iran conflict highlights how navigating macro shocks is the key to investment success in emerging markets investing. In times of high uncertainty and volatility, it pays to be both disciplined and nimble, recalibrating beliefs and tweaking exposure as the data changes.
Cyclical vulnerability
March 13, 2026 | NS Partners
Energy supply disruption is occurring with key economic cycles in time windows for weakness.
Sleep on this: From better rest to better returns
March 12, 2026 | Global Alpha Capital Management
As spending shifts toward wellness, travel and lifestyle balance, the growing sleep economy is emerging as a compelling long‑term investment theme.
Misplaced ISM optimism
March 11, 2026 | NS Partners
A rise in the US ISM manufacturing new orders index was expected to be short-lived even before the outbreak of Gulf War III.
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 25, 2021