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.
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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.
Rallying EM equities reflect an AI-powered earnings surge
May 20, 2026 | NS Partners
The AI boom is powering emerging market equities, led by South Korean DRAM giants which are now among the most profitable companies in the world.
Narrow strength, rising risk
May 7, 2026 | Global Alpha Capital Management
Earnings are proving resilient – but leadership is narrowing, and macro risks are rising.
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.
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