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Archive
April 10, 2025 | Global Alpha Capital Management
The stock market experienced significant volatility last week due to escalating trade tensions following President Donald Trump’s announcement of new […]
April 2, 2025 | NS Partners
A promising recovery in global money growth may be insufficient to offset lagged effects of prior tightness and the US trade policy shock.
March 27, 2025 | Global Alpha Capital Management
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
March 26, 2025 | NS Partners
The Fed’s economic forecasts are inconsistent with the suggestion of a 50 bp cut in rates by year-end, according to a model of its historical behaviour.
March 21, 2025 | NS Partners
The economy and markets no longer enjoy support from an excess stock of money.
March 20, 2025 | Global Alpha Capital Management
Japan small caps have less exposure to tariffs and are sweetly positioned to outperform large caps.
March 20, 2025 | NS Partners
This month’s commentary covers Trump trades going in reverse, along with our research trip in Malaysia.
March 20, 2025 | NS Partners
A fall in private sector postings pushed single-month vacancies further below the pre-pandemic level.
March 17, 2025 | CC&L Investment Management
In our 2025 Annual Business Update, we reaffirm our commitment to delivering superior performance and service to our clients.
March 14, 2025 | NS Partners
Japanese inflation isn’t back and money trends suggest a coming major undershoot.
March 13, 2025 | Global Alpha Capital Management
Europe decides to take its defence into its own hands.
March 13, 2025 | NS Partners
Recent outperformance of non-US equity markets may be a signal of the end of the bull market rather than a harbinger of broadening strength.
March 7, 2025 | NS Partners
Recent policy upheavals may eventually prove inflationary but near-term risks are judged to remain on the downside.
March 6, 2025 | Global Alpha Capital Management
The US tech titans of the Magnificent 7 have long held the spotlight. Meanwhile, in the wings, “boring” European banks have been quietly outperforming.
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Senior Vice President, Head of Institutional Sales, Canada, CC&L Financial Group
Tel: 1 (416) 316-5396 [email protected]
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
Director of Institutional Sales, Europe, CC&L Financial Group
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