Narrow strength, rising risk
May 7, 2026 | Global Alpha Capital Management
Earnings are proving resilient – but leadership is narrowing, and macro risks are rising.
Press releases, announcements and articles
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Policy perversity
May 7, 2026 | NS Partners
The policy biases of the Fed, ECB and Bank of England are opposite to those warranted by economic / monetary conditions.
Global money update: inflation squeeze
May 6, 2026 | NS Partners
Global six-month real narrow money growth is slowing from a January-February peak, suggesting a loss of economic momentum during H2.
Rising Eurozone recession risk
April 29, 2026 | NS Partners
The April ECB bank lending survey signals an “endogenous” tightening of monetary conditions.
Infrastructure investment: The tools, materials and makers powering civil works
April 23, 2026 | Global Alpha Capital Management
Infrastructure spending is accelerating and the most durable opportunities often sit in civil works and maintenance.
Semis and the stockbuilding cycle
April 23, 2026 | NS Partners
A surge in prices of electronic components is another indication of a cycle peak.
How institutional investing has changed
April 21, 2026 | Connor, Clark & Lunn Financial Group
“The world is always changing.” – Sir John Templeton. Few areas illustrate this better than institutional investing. Nearly three decades ago, I moved from the UK to Canada, and over this time I have had a front-row seat to a remarkable transformation in the Canadian investment landscape, spanning defined benefit (DB) plans, public funds, endowments and foundations and increasingly, defined contribution (DC) investors.
One interesting signal amid the noise – the USD has not behaved like a safe haven
April 20, 2026 | NS Partners
Navigating market shocks successfully requires a nimble and repeatable process that helps you learn fast, stay disciplined and keep portfolio risk aligned with conviction.
Sedimentary, my dear Watson: Lime and limestone applications across industries
April 9, 2026 | Global Alpha Capital Management
Lime and limestone uses are often overlooked, but they actually sit at the centre of Europe’s industrial system.
First Quarter 2026 Non-Canadian Equity Strategies
April 8, 2026 | CC&L Investment Management
What’s New We are pleased to announce the recent expansion of our LP Fund platform with the addition of an […]
First Quarter 2026 Canadian Domiciled Strategies
April 8, 2026 | CC&L Investment Management
What’s New We are pleased to announce the recent expansion of our LP Fund platform with the addition of an […]
The rise of alternatives in Canadian university endowments
April 8, 2026 | Connor, Clark & Lunn Financial Group
Not long ago, alternative investments played only a marginal role in the portfolios of Canadian university endowments. Exposure to assets such as commercial real estate, infrastructure, private equity, private credit and hedge funds was limited, not by philosophy, but by practicality.
A “monetarist” perspective on current equity markets
April 8, 2026 | NS Partners
Global monetary trends were supportive pre-shock but an inflation squeeze on real growth is now likely, reinforcing a cautionary message from cycle analysis.
Buy Canada: Have We Entered a New Cycle of Canadian Equity Outperformance?
April 2, 2026 | CC&L Investment Management
While market commentary in late 2025 focused on the question of the sustainability of high valuations of mega-cap US technology stocks, Canadian equities quietly delivered material outperformance.
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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CC&L Financial Group Ltd.
November 17, 2021