Archive
September 22, 2022 | Connor, Clark & Lunn Financial Group
Warren Stoddart, CC&L Financial Group’s President and CEO recently joined Rosemont CEO Chas Burkhart as a guest on the Global Investment Leaders podcast.
April 18, 2024 | Global Alpha Capital Management
Exploring Asia and insights from Japan and China.
April 17, 2024 | NS Partners
Is a potential double positive in global excess money set to boost EM equities?
April 11, 2024 | Global Alpha Capital Management
Insights into Europe via Sopra Steria’s & Melia Hotel’s growth.
April 11, 2024 | Vergent Asset Management
Insights from our most recent research trip.
April 4, 2024 | Global Alpha Capital Management
Insights on navigating the M&A wave.
April 4, 2024 | NS Partners
The quarterly commentary in mid-2023 noted that the cycle and monetary analyses were giving conflicting signals. The stockbuilding cycle appeared to be tracing out a low, a development usually associated with stronger performance of equities and other cyclical assets. However, greater weight was accorded to continued weakness in global real narrow money momentum, which suggested downside risk to economic activity and insufficient liquidity to support market gains.
March 28, 2024 | Global Alpha Capital Management
Cutting costs, optimizing sales and elevating shopping with ESLs.
March 27, 2024 | NS Partners
US economic “resilience” in 2023, recent inflation stabilisation and buoyant risk asset markets raise the question of whether the current level of policy rates is restrictive. A “neutral” level of rates, according to the monetarist view, is one that results in monetary growth consistent with target inflation.
March 21, 2024 | Global Alpha Capital Management
Japan’s banks rally – a shift toward normalcy in 2024?
March 20, 2024 | NS Partners
Global six-month real narrow money momentum – a key leading indicator in the forecasting approach employed here – has recovered from a low in September 2023 but remains negative and could be stalling. Allowing for the typical lead, this suggests a slide in economic momentum into mid-year with limited subsequent revival.
March 19, 2024 | CC&L Investment Management
In this year’s annual update, we explore how we’ve sharpened our competitive edge through ongoing research and developing the next generation of leaders within our organization.
March 18, 2024 | NS Partners
Summary A bounce in unloved Chinese equities led a positive month for EM stocks, with the MSCI EM Index up nearly 5% in USD terms. Among the leaders was portfolio holding Trip.com, which surged over 25%, reflecting a recovery in consumer demand for travel in China. Korean stocks continued a run of strong performance fed […]
March 14, 2024 | Global Alpha Capital Management
Explore microfinance’s impact in rural India through our eyes.
March 14, 2024 | NS Partners
Perceptions of UK labour market “resilience” rest partly on continued growth in the payrolled employees series, based on PAYE data. This series, however, is likely to have been boosted by a rise in the proportion of self-employed people included in PAYE.
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Senior Vice President, Head of Institutional Sales, Canada,
CC&L Financial Group
Senior Vice President, Co-Head of Institutional Sales, USA,
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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