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.
Press releases, announcements and articles
We invite you to browse our latest news below and to contact us with any questions you may have.
Archive
Insights
Read More
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.
Vicious and virtuous investment circles revisited & Malaysia’s golden opportunity
March 20, 2025 | NS Partners
This month’s commentary covers Trump trades going in reverse, along with our research trip in Malaysia.
UK vacancies still weakening
March 20, 2025 | NS Partners
A fall in private sector postings pushed single-month vacancies further below the pre-pandemic level.
Annual Business Update – March 2025
March 17, 2025 | CC&L Investment Management
In our 2025 Annual Business Update, we reaffirm our commitment to delivering superior performance and service to our clients.
Japanese money update: still weakening
March 14, 2025 | NS Partners
Japanese inflation isn’t back and money trends suggest a coming major undershoot.
European defence spending set to explode
March 13, 2025 | Global Alpha Capital Management
Europe decides to take its defence into its own hands.
Market moves consistent with mid / late stockbuilding cycle
March 13, 2025 | NS Partners
Recent outperformance of non-US equity markets may be a signal of the end of the bull market rather than a harbinger of broadening strength.
Inflation worries are premature
March 7, 2025 | NS Partners
Recent policy upheavals may eventually prove inflationary but near-term risks are judged to remain on the downside.
Boring banks outperform the Magnificent 7
March 6, 2025 | Global Alpha Capital Management
The US tech titans of the Magnificent 7 have long held the spotlight. Meanwhile, in the wings, “boring” European banks have been quietly outperforming.
Global industrial momentum peaking on schedule
March 4, 2025 | NS Partners
The US policy shock calls into question the previous baseline scenario of modest and temporary deceleration.
Magical thinking on tariffs
February 28, 2025 | NS Partners
The US may suffer greater economic damage from tariff hikes than China / the EU.
Weaker US / Eurozone money data
February 27, 2025 | NS Partners
January money numbers suggest that US policy chaos is damaging economic prospects.
This is the whey
February 25, 2025 | Global Alpha Capital Management
A dairy company pivots to making whey protein as there’s growth opportunity in the sports nutrition market.
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
Tel: 44 (0)203 535 8107 [email protected]Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Connor, Clark & Lunn Financial Group (CC&L) website may contain hyperlinks to websites operated by parties other than CC&L. Such hyperlinks are provided for your reference only. CC&L does not control such websites and is not responsible for their contents. The inclusion by CC&L of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
CC&L Financial Group Ltd.
November 17th, 2021