Global money update: cooler despite US
September 4, 2026 | NS Partners
Money trends suggest that global economic momentum is peaking in Q3, with downside risk focused on Europe and Japan.
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Investing in Japan’s next chapter
August 27, 2026 | Global Alpha Capital Management
Japan’s new fiscal roadmap shifts from short-term stimulus to long-term investment in productivity and growth with a focus on physical AI, advanced health care and soft power.
Eurozone money update: French weakness
August 27, 2026 | NS Partners
Monetary trends continue to suggest coming economic disappointment.
US money update: more strength
August 26, 2026 | NS Partners
Monetary trends continue to suggest too-loose policy.
Japanese money update: further weakness
August 20, 2026 | NS Partners
Rising QT and f/x intervention are intensifying a monetary squeeze.
AI reflexivity and EM rotation
August 18, 2026 | NS Partners
The AI bulls are tested by a huge momentum unwind through July despite fundamentals accelerating. Meanwhile, there are signs that the rally in emerging markets is starting to broaden out despite a challenging macro backdrop.
More UK stop-go
August 13, 2026 | NS Partners
Money trends signalled better H1 economic growth but now suggest renewed weakness.
Global money update: US lift
August 7, 2026 | NS Partners
US monetary acceleration has tempered an earlier signal of a H2 global economic slowdown.
Taking stock of EM performance
July 31, 2026 | NS Partners
India has fallen out of favour with emerging market investors as attention has shifted to North Asian technology stocks.
From kidnapping to cybersecurity – there’s a policy for that
July 30, 2026 | Global Alpha Capital Management
From cybersecurity and political risk to fine art, marine cargo and niche business coverage, specialty insurance exists to price risks that standard insurers often cannot.
US money update: further acceleration
July 29, 2026 | NS Partners
Monetary buoyancy puts Fed Chair Warsh in a bind.
Eurozone money update: signal still downbeat
July 28, 2026 | NS Partners
Monetary trends suggest that recent PMI improvement will prove temporary.
Navigating uncertainty: A framework for better investment decisions
July 27, 2026 | Connor, Clark & Lunn Financial Group
Investing success comes from making sound decisions in spite of uncertainty.
China beyond the headlines
July 22, 2026 | NS Partners
Reassessing China’s risk for EM investors.
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CC&L Financial Group
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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