Why the UK MPC should stand pat
October 23, 2026 | NS Partners
Monetary trends suggest a minor and short-lived inflation upswing.
Press releases, announcements and articles
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Regulation on the menu: Finding opportunity in a changing food system
October 22, 2026 | Global Alpha Capital Management
Food regulation is often viewed as a constraint, but for well-positioned companies, it can create a competitive advantage.
Strong showing from Flávio Bolsonaro in Brazil’s first round of presidential elections sends stocks flying
October 22, 2026 | NS Partners
Following a sharp election-driven rally, we revisit the case for Brazilian equities and what could come next.
Monetary news still weakening
October 20, 2026 | NS Partners
A suggested further fall in global real money momentum strengthens conviction in a coming PMI decline.
UK house prices: (much) more downside
October 13, 2026 | NS Partners
A comparison with index-linked gilts suggests that house prices are as expensive as at the start of the crash phase of the last 18-year housing cycle.
Building momentum via a versatile investment
October 8, 2026 | Global Alpha Capital Management
The UK government has made infrastructure investment a cornerstone of its growth agenda, with plans spanning energy, defence, transport and regional development.
Have institutional portfolios become over-engineered and too complex?
October 8, 2026 | Connor, Clark & Lunn Financial Group
This article explores the case for “smart simplicity” and how institutional investors can align portfolio design with their capacity to understand, oversee and govern it effectively.
A “monetarist” perspective on current equity markets
October 7, 2026 | NS Partners
Monetary trends suggest a peak in economic momentum and less liquidity support for markets.
What explains the bond bear?
October 1, 2026 | NS Partners
The recent rise in global government bond yields reflects a restrictive shift in global “excess” money conditions.
Global money update: August weakness
September 25, 2026 | NS Partners
Monetary trends may be starting to confirm a negative 2027 economic outlook suggested by cycle analysis.
Are we all emerging markets now?
September 17, 2026 | NS Partners
China’s export machine risks provoking a political backlash among trading partners struggling to absorb a glut of high-end manufactured goods.
Cycle update: expected 2027 weakness crystallising
September 17, 2026 | NS Partners
The short-term stockbuilding cycle is rolling over with the long-term housing cycle on track to accelerate into a 2027-28 low.
Humanoid robots: AI’s next big leap
September 10, 2026 | Global Alpha Capital Management
As artificial intelligence influences more of the physical world, humanoid robots are taking a step closer to becoming a real-world reality.
Pressure makes diamonds
September 9, 2026 | CC&L Investment Management
Canada-US trade tensions are a near-term headwind. However, we also see a possible catalyst for greater domestic investment, infrastructure development and trade diversification, making the longer-term investment case for Canada more compelling.
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