A green energy update
April 24, 2025 | Global Alpha Capital Management
Despite US challenges and slowdowns, the global shift towards clean energy continues to accelerate, with countries like China leading the way.
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MENA Q1 2025 Manager Letter
April 24, 2025 | Vergent Asset Management
In our 1st quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
FEM Q1 2025 Manager Letter
April 24, 2025 | Vergent Asset Management
In our 1st quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
Global money update: cavalry arriving?
April 24, 2025 | NS Partners
A rise in money growth, if sustained, could offset US tariff damage.
‘Beautiful’ tariffs and the end of exceptionalism
April 22, 2025 | NS Partners
This month’s commentary considers how America-First trade policy has exposed US money and credit imbalances, and how this may signal the beginning of a new regime in global financial markets.
Echoes of 1971
April 17, 2025 | NS Partners
Current events are reminiscent of the same stage of the last 54-year Kondratyev cycle.
Adaptation is the new mitigation
April 16, 2025 | Global Alpha Capital Management
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
Chinese / Japanese monetary divergence still widening
April 15, 2025 | NS Partners
Monetary trends suggest that China’s economy is better placed to withstand tariff damage than Japan’s.
Robots, on-shoring and tariffs: Is Optimus primed for launch?
April 10, 2025 | Global Alpha Capital Management
While the latest tariffs are reshaping the global economy, humanoid robots are poised to play a pivotal role in the logistics sector.
A “monetarist” perspective on current equity markets
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.
Rethinking Indonesia: From near-term pain to long-term gains
March 27, 2025 | Global Alpha Capital Management
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
Contradictory Fed
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.
US money supply / demand in broad balance
March 21, 2025 | NS Partners
The economy and markets no longer enjoy support from an excess stock of money.
Sweet spot in Japan
March 20, 2025 | Global Alpha Capital Management
Japan small caps have less exposure to tariffs and are sweetly positioned to outperform large caps.
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Brent Wilkins
Senior Vice President, Head of Institutional Sales, Canada, CC&L Financial Group
Tel: 1 (416) 316-5396 [email protected]
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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