Archive
September 25, 2025 | Global Alpha Capital Management
It takes a cohesive group of skilled team members who trust and count on each other to successfully navigate volatile times in any environment.
September 25, 2025 | NS Partners
The November Budget needs to deliver an early return to a primary surplus to calm fears of a fiscal doom loop.
September 25, 2025 | NS Partners
A simple model suggests that the window for rate cuts will close in early 2026 if the economy tracks the median FOMC forecast.
September 18, 2025 | NS Partners
The broad market in China now trades in line with the long-term average valuations. Which begs the question, is there any fuel left in this rally?
September 18, 2025 | Global Alpha Capital Management
Our recent visit to Japan gave us firsthand insight into current market sentiments and taught us how Japan’s century-old companies were built to last.
September 17, 2025 | NS Partners
A measure of UK annual core CPI inflation excluding direct policy effects has fallen by 0.5 pp over the past year.
September 16, 2025 | NS Partners
The Chinese economy has slowed sharply but money trends are giving a modestly reassuring signal.
September 11, 2025 | Global Alpha Capital Management
With global sustainable fund assets reaching USD3.5 trillion, it’s crucial to apply a critical lens to assess credibility and identify genuine contributions to the UN SDGs. How to tell real sustainability from creative marketing.
September 10, 2025 | NS Partners
Other indicators support the monetary forecast of a loss of economic momentum.
September 8, 2025 | CC&L Investment Management
Markets may look calm, but beneath the surface, disconnects are widening. Rates are boxed in by politics, fiscal dominance, and inflation pressures, while investors remain complacent about risks.
August 28, 2025 | Global Alpha Capital Management
As the world demands more energy to power its future, natural gas production, storage and distribution steps up to deliver.
August 28, 2025 | NS Partners
Monetary trends suggest weakening economic prospects for late 2025 / early 2026.
August 27, 2025 | NS Partners
QT has been fiscally expensive, is contributing to worrying monetary weakness and wasn’t required on operational grounds.
August 20, 2025 | NS Partners
Running count improves as low cards exit the deck.
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Managing Director,
Head of Institutional Sales, Global,
CC&L Financial Group
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CC&L Financial Group
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
Director of Institutional Sales, Europe, CC&L Financial Group
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