Japan’s QT disaster
July 9, 2026 | NS Partners
The BoJ’s bond disposals are crushing money growth, threatening a return to deflation.
Press releases, announcements and articles
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Rethinking fixed income portfolios through integrated strategies
July 3, 2026 | Connor, Clark & Lunn Financial Group
What about building fixed income portfolios based on outcomes, instead of product labels?
The silver economy: A secular opportunity
July 2, 2026 | Global Alpha Capital Management
As populations age across developed markets, companies serving the needs of older demographics – from health care and long-term care to financial services and mobility – may be well positioned for durable growth.
A “monetarist” perspective on current equity markets
July 2, 2026 | NS Partners
The monetary backdrop for markets has become less favourable, while a pick-up in US money growth suggests rising medium-term inflation risks.
Fixing the strategic small cap underweight: Part 2
June 25, 2026 | Global Alpha Capital Management
What recent small-cap performance means for portfolio allocation decisions and why common objections to the asset class may need to be revisited.
Are equities stalling?
June 25, 2026 | NS Partners
The “excess” money backdrop for markets has become less favourable, with mixed prospects for H2.
Fixing the strategic underweight: Part 1
June 18, 2026 | Global Alpha Capital Management
Small caps have outperformed large caps on both sides of the Atlantic – even amid rising rates, oil volatility and negative economic surprises.
Semiconductor lollapalooza stumbles
June 17, 2026 | NS Partners
Semiconductors wobble as macro risk, momentum, leverage and crowding collide.
More slowdown signals
June 9, 2026 | NS Partners
OECD leading indicator data and survey evidence on stocks support the forecast of a H2 loss of industrial momentum.
From sea to shore: Vessel engines enter the AI infrastructure race
June 4, 2026 | Global Alpha Capital Management
As speed-to-power becomes increasingly important to the rapid growth of AI and data centres, developers are turning to alternative solutions.
Alarming Eurozone / UK money data
June 2, 2026 | NS Partners
April money numbers signal rising recession risk and suggest that policy-makers should be considering easing not tightening.
We’re going up, up, up … is it our moment?
June 1, 2026 | CC&L Investment Management
Markets continue to move higher despite war, elevated oil prices, and rising yields. Strong earnings and the AI-driven capex cycle are sustaining the rally, while risks that once threatened the expansion have repeatedly failed to materialize.
Is earnings momentum peaking?
May 27, 2026 | NS Partners
An expected fall in global manufacturing PMI new orders suggests a moderation, at least, in current earnings strength.
Necessity, the mother of invention
May 21, 2026 | Global Alpha Capital Management
China’s semiconductor ambitions are becoming an increasingly important part of the global investment story.
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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November 17, 2021