Warren Stoddart joins Chas Burkhart on the Global Investment Leaders podcast
September 22, 2022 | Connor, Clark & Lunn Financial Group
Warren Stoddart, CC&L Financial Group’s President and CEO recently joined Rosemont CEO Chas Burkhart as a guest on the Global Investment Leaders podcast.
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Chinese equities outpacing the S&P500 – what’s driving the rally?
May 16, 2024 | NS Partners
China’s and India’s diverging fortunes open up opportunities for investors to profit in the delta between reality and expectations.
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UK GDP rebound trumped by deflator weakness
May 15, 2024 | NS Partners
“Gangbusters” UK GDP growth of 0.6% in Q1 may partly reflect inadequate adjustments for the leap year and early timing of Easter. In any case, the bigger story in recent national accounts data is nominal deceleration.
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Q1 2024 Outlook: Policy and politics
May 9, 2024 | CC&L Investment Management
Economic and market implications from the upcoming elections and proposed policy shifts.
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The new dynamics of the global materials market
May 9, 2024 | Global Alpha Capital Management
Surprising findings from our attendance at a mining & materials conference.
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Is US money growth stalling?
May 8, 2024 | NS Partners
A post in February argued that US Treasury plans to reduce reliance on bills to fund the deficit implied weaker monetary expansion from Q2, with possible negative implications for markets and economic prospects. This scenario remains on track.
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The role of energy transition in addressing climate change
May 3, 2024 | Connor, Clark & Lunn Financial Group
This article provides background on the issues, and the role of energy transition in the broader climate change context.
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US core inflation: staying optimistic
May 3, 2024 | NS Partners
The Fed’s preferred core price measure – the PCE price index excluding food and energy – rose by an average 0.36% per month, equivalent to 4.4% annualised, over January-March. The FOMC median projection in March was for annual core inflation to fall to 2.6% in Q4 2024. This would require the monthly index rise to step down to an average 0.17% over the remainder of the year.
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Insights from our recent trip to Poland and Turkey
May 2, 2024 | Global Alpha Capital Management
Key economic developments and investment prospects from our latest visit to these vibrant markets.
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MENA Q1 2024 Manager Letter
April 26, 2024 | Vergent Asset Management
In our 1st quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
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FEM Q1 2024 Manager Letter
April 26, 2024 | Vergent Asset Management
In our 1st 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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Assessing UK house price valuation: a real yield-based approach
April 26, 2024 | NS Partners
UK house prices were an estimated 52% expensive relative to history at the end of 2023, based on a comparison with rents and the real yield on index-linked gilts, a competing inflation-protected asset. The degree of overvaluation is below previous extremes and does not imply that house prices need to fall by an equivalent magnitude, or even at all – the deviation could be eliminated by rental growth and a reversal of the recent rise in real yields.
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Thirst for water sustainability
April 25, 2024 | Global Alpha Capital Management
Examining global water issues and investments for sustainable management.
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Is the UK MPC already too late?
April 19, 2024 | NS Partners
A modest upside inflation surprise in March has been portrayed as confirming that inflationary pressures remain sticky, warranting further delay in policy easing. The stickiness charge is bizarre in the context of recent aggregate data. The six-month rate of change of core consumer prices, seasonally adjusted, has fallen from a peak of 8.4% annualised in July 2023 to 2.4% in March.
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Marco Polo tales
April 18, 2024 | Global Alpha Capital Management
Exploring Asia and insights from Japan and China.
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