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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What do US money trends suggest about “neutral” rates?
March 27, 2024 | NS Partners
US economic “resilience” in 2023, recent inflation stabilisation and buoyant risk asset markets raise the question of whether the current level of policy rates is restrictive. A “neutral” level of rates, according to the monetarist view, is one that results in monetary growth consistent with target inflation.
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The return of J-banks
March 21, 2024 | Global Alpha Capital Management
Japan’s banks rally – a shift toward normalcy in 2024?
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Global monetary update: minor recovery stalling?
March 20, 2024 | NS Partners
Global six-month real narrow money momentum – a key leading indicator in the forecasting approach employed here – has recovered from a low in September 2023 but remains negative and could be stalling. Allowing for the typical lead, this suggests a slide in economic momentum into mid-year with limited subsequent revival.
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Annual Business Update – March 2024
March 19, 2024 | CC&L Investment Management
In this year’s annual update, we explore how we’ve sharpened our competitive edge through ongoing research and developing the next generation of leaders within our organization.
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AI supply chain bottlenecks are opportunities for EM tech leaders
March 18, 2024 | NS Partners
Summary A bounce in unloved Chinese equities led a positive month for EM stocks, with the MSCI EM Index up nearly 5% in USD terms. Among the leaders was portfolio holding Trip.com, which surged over 25%, reflecting a recovery in consumer demand for travel in China. Korean stocks continued a run of strong performance fed […]
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The land of silk and money
March 14, 2024 | Global Alpha Capital Management
Explore microfinance’s impact in rural India through our eyes.
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Why UK payrolls data could be misleading economy bulls
March 14, 2024 | NS Partners
Perceptions of UK labour market “resilience” rest partly on continued growth in the payrolled employees series, based on PAYE data. This series, however, is likely to have been boosted by a rise in the proportion of self-employed people included in PAYE.
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Weaker US business money trends
March 13, 2024 | NS Partners
The Fed’s quarterly financial accounts provide information on sector money trends and funds flows. Several features of the Q4 accounts, released last week, are noteworthy.
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Electrification nation
March 7, 2024 | Global Alpha Capital Management
US grid woes and the role of Nexans in a resilient future.
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Coffee: A staple of modern society and human history
February 29, 2024 | Global Alpha Capital Management
Coffee’s impact on history and what we like about it today.
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Weaker US monetary data
February 29, 2024 | NS Partners
US monetary conditions eased during H2 2023, reflecting the Treasury’s decision to skew debt issuance towards bills and the Fed’s December pivot. This loosening is now reversing, partly because of the recent sticky inflation scare and associated back-up in yields, and prospectively as the Treasury scales back bill financing in Q2.
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Rising consumer demand driving supply chain transparency
February 22, 2024 | Global Alpha Capital Management
Transparency and accountability in focus.
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Better Chinese monetary news
February 21, 2024 | NS Partners
Chinese monetary statistics for January suggest that policy easing is starting to become effective. Six-month growth of narrow money, as measured by true M1*, rebounded from a negative December reading to its highest level since May.
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Do monetary trends explain recent inflation divergence?
February 16, 2024 | NS Partners
Six-month core CPI momentum has returned to a target-consistent level in the Eurozone and UK, with January readings of 2.1% and 1.9% annualised respectively. US momentum is significantly higher, at 3.6%. What explains this gap?
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