Eurozone money update: further softening
July 25, 2025 | NS Partners
June money numbers cast doubt on ECB President Lagarde’s assertion that policy-makers are “in a good place”.
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Value-Up trade revived in South Korea as President Lee takes power
July 21, 2025 | NS Partners
In this month’s commentary we cover the surge in South Korean equities fuelled by recently elected President Lee’s embrace of governance reform
EM money update: India hotting up
July 18, 2025 | NS Partners
Six-month real narrow money momentum remains stronger in the E7 than G7, with India a new source of strength and China stabilising after a pull-back.
Global green transformation
July 17, 2025 | Global Alpha Capital Management
The future is getting greener as countries prioritize initiatives for renewable energy, sustainable infrastructure and electrification.
Why has UK money growth slumped?
July 11, 2025 | NS Partners
Monetary weakness may partly reflect temporary factors but also signals an overrestrictive policy stance.
A “monetarist” perspective on current equity markets
July 9, 2025 | NS Partners
Global six-month real narrow money momentum fell sharply between March and May, suggesting economic weakness from late 2025.
Second Quarter 2025
July 4, 2025 | CC&L Investment Management
What’s new We are pleased to announce the recent expansion of our UCITS Fund platform with the addition of a […]
Germany’s big bill: How will Germany’s recent infrastructure bill stimulate economic growth?
July 3, 2025 | Global Alpha Capital Management
Germany in fiscal expansion for the next decade.
Hong Kong’s US dollar overhang
June 24, 2025 | NS Partners
Demand for US dollar deposits may be starting to wane, contributing to weakness in local rates and upward pressure on the RMB.
Chinese money update: losing momentum
June 17, 2025 | NS Partners
Chinese monetary trends suggest a continuation of lacklustre economic growth with negligible inflation.
Are EM equities great again?
June 16, 2025 | NS Partners
In this month’s commentary we go under the hood of the recent rally in EM equities, and cover Mexico’s controversial judicial elections and their impact on the country’s institutional quality.
Going the extra mile: Why site visits add value for investors
June 16, 2025 | Global Alpha Capital Management
Seeing is believing. A recent site visit allowed us to see just what Federal Signal was up to in order to set themselves apart in the specialized vehicle space.
Artificial intelligence: The latest GPT (but not the one you’re thinking of)
June 12, 2025 | Connor, Clark & Lunn Financial Group
AI is beginning to contribute to the way the asset management industry works. With more time, its influence will apply to a greater number of asset classes.
A “monetarist” perspective on UK medium-term inflation prospects
June 11, 2025 | NS Partners
Historical lags and exchange rate appreciation suggest that disinflation has much further to run.
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CC&L Financial Group
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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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