UK inflation: underlying softening
May 28, 2025 | NS Partners
UK April inflation numbers were much less bad than reported.
Read More
Uncovering hidden champions
May 22, 2025 | Global Alpha Capital Management
Searching emerging markets for the hidden champions with winning attributes.
Read More
Implications of Asian currency tremors
May 21, 2025 | NS Partners
This month’s commentary examines how the violent surge in the Taiwan dollar in early May could signal the start of a broader shift in global capital that could have big implications for which markets out- or underperform going forward.
Read More
Fixed income outlook
May 20, 2025 | Connor, Clark & Lunn Financial Group
Fixed income insights, current outlook and how the broad range of fixed income strategies available can help to diversify risk for investors.
Read More
Navigating currency markets: The US dollar and Canadian dollar in perspective
May 20, 2025 | Connor, Clark & Lunn Financial Group
Are concerns about the recent volatility of Canadian currency overblown? A look at the longer-term relationship between the US and Canadian dollars puts things into perspective.
Read More
Why is the UK an employment outlier?
May 16, 2025 | NS Partners
UK monetary trends have been arguing for faster MPC easing. Labour market news is now reinforcing the message.
Read More
Q2 2025 Outlook: Haven or havoc?
May 13, 2025 | CC&L Investment Management
As Treasury yields rose, the US dollar uncharacteristically weakened. If investors are reconsidering their US-based assets, should we be questioning the US dollar as a safe haven?
Read More
Inflation leading indicators still benign
May 9, 2025 | NS Partners
Three indicators that signalled the 2021-22 global inflation spike and reversal continue to suggest a favourable outlook.
Read More
A presidential game of trump: Navigating Trump’s tariffs in Mexico and Brazil
May 8, 2025 | Global Alpha Capital Management
Navigating Trump’s tariffs in Latin America has been a complex challenge for global trade. What strategies have the presidents of Mexico and Brazil employed to mitigate the impact of these tariffs and maintain strong trading relationships with the United States?
Read More
Is the professional sports data-aggregation business a sure bet?
May 1, 2025 | Global Alpha Capital Management
The collection and aggregation of robust data, along with innovative technology solutions, are transforming sports betting and the way that sports leagues use data insights.
Read More
Are US monetary conditions about to tighten?
May 1, 2025 | NS Partners
“Treasury QE” has supported US broad money growth but a lifting of the debt ceiling promises a reckoning.
Read More
Are Eurozone money trends inflecting weaker?
April 30, 2025 | NS Partners
Eurozone March money numbers suggest that further ECB policy easing will be required to insulate the economy from global weakness.
Read More
A green energy update
April 24, 2025 | Global Alpha Capital Management
Despite US challenges and slowdowns, the global shift towards clean energy continues to accelerate, with countries like China leading the way.
Read More
MENA Q1 2025 Manager Letter
April 24, 2025 | Vergent Asset Management
In our 1st quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
Read More