Chinese money update: lacklustre outlook
November 14, 2025 | NS Partners
October money / credit numbers were mixed, suggesting a continuation of sluggish economic growth.
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Global reindustrialization to lift Konecranes
November 13, 2025 | Global Alpha Capital Management
Global reindustrialization, infrastructure renewal and port electrification are creating long-term demand for lifting and automation equipment. Explore how these secular trends could sustain growth for the Finnish lifting-equipment leader.
Flows before pros?
November 10, 2025 | NS Partners
Structural liquidity and investor flows are reshaping market dynamics and asset prices in emerging markets.
From super to secure: Australia’s push for guaranteed retirement income
November 6, 2025 | Global Alpha Capital Management
Annuities, superannuation and regulatory shifts – what’s driving change in Australian retirement planning and what does it mean for investors and retirees?
Manufacturing roll-over?
November 6, 2025 | NS Partners
The forecast of an inflection weaker in global manufacturing PMI new orders is supported by the “internals” of the latest survey.
Skipping the siesta: Spain is Europe’s star performer
October 30, 2025 | Global Alpha Capital Management
Spain has emerged as Europe’s standout performer, driven by open borders, robust EU investment and record-breaking tourism.
FEM Q3 2025 Manager Letter
October 29, 2025 | Vergent Asset Management
In our 3rd quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
MENA Q3 2025 Manager Letter
October 29, 2025 | Vergent Asset Management
In our 3rd quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
Global money update: slowdown on pause
October 29, 2025 | NS Partners
Global six-month real narrow money momentum recovered for a second month in September, though remains below a March peak.
Eurozone money update: sluggish as she goes
October 28, 2025 | NS Partners
Monetary trends continue to cast doubt on economic optimism.
Feeding hearts and portfolios: Growing protein trend is good for your health and investments
October 23, 2025 | Global Alpha Capital Management
Salmon, renowned for its omega-3s and complete protein profile, is driving consumer demand and reshaping portfolios.
Are global monetary “buffers” exhausted?
October 21, 2025 | NS Partners
A modified “monetarist” approach suggests that money stocks are no longer exerting an upward pull on nominal GDP and asset prices.
Rallying EM equities led by re-rating potential in perennially cheap South Korean equities
October 17, 2025 | NS Partners
Large caps lead EM higher, and South Korea’s Value-Up is still in play.
Chinese money update: steady as she goes
October 17, 2025 | NS Partners
Chinese money trends suggest a continuation of sluggish economic growth and a supportive liquidity environment for markets.
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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 17th, 2021