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.
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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.
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.
Are global monetary “buffers” exhausted?
October 21, 2025 | NS Partners
A modified “monetarist” approach suggests that money stocks are no longer exerting an upward pull on nominal GDP and asset prices.
Rallying EM equities led by re-rating potential in perennially cheap South Korean equities
October 17, 2025 | NS Partners
Large caps lead EM higher, and South Korea’s Value-Up is still in play.
Chinese money update: steady as she goes
October 17, 2025 | NS Partners
Chinese money trends suggest a continuation of sluggish economic growth and a supportive liquidity environment for markets.
From traditional to leading edge: China’s pharmaceutical industry revolution
October 16, 2025 | Global Alpha Capital Management
China’s pharmaceutical sector is rapidly evolving from a generics powerhouse to a global leader in drug innovation.
Monetary risks from private credit
October 14, 2025 | NS Partners
Credit tightening in private markets may mark the end of a boom in US bank lending to shadow banks, with negative monetary implications.
Trends in asset allocation: The dawning of a total portfolio approach
October 8, 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?
“Conversation with Peter Muldowney” in Plans & Trusts
October 7, 2025 | Connor, Clark & Lunn Financial Group
Peter Muldowney, Senior Vice President and Head of Institutional and Multi-Asset Strategy, speaks with Plans & Trusts about the role of emotional intelligence (EQ) in shaping board culture and driving performance.
A “monetarist” perspective on current equity markets
October 7, 2025 | NS Partners
Recent slower money growth is consistent with a cyclical perspective suggesting economic / market weakness in 2026-27.
Third Quarter 2025
October 3, 2025 | CC&L Investment Management
Market Index Returns (Local Currency) Q3 (%) YTD (%) MSCI All Country World 7.4 17.8 MSCI All Country World ex-US […]
Updates from Brazil and Mexico: Rates, politics and trading
October 2, 2025 | Global Alpha Capital Management
Insights into the approaching Brazil 2026 elections and the implications of Mexico’s tariffs and the USMCA review.
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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February 5th, 2022