Fueling the future with natural gas
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.
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Global money update: further slowdown
August 28, 2025 | NS Partners
Monetary trends suggest weakening economic prospects for late 2025 / early 2026.
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UK QT has been a costly mistake
August 27, 2025 | NS Partners
QT has been fiscally expensive, is contributing to worrying monetary weakness and wasn’t required on operational grounds.
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Brazilian Blackjack revisited
August 20, 2025 | NS Partners
Running count improves as low cards exit the deck.
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K-series part 2: Big, beautiful K‑cosmetics
August 13, 2025 | Global Alpha Capital Management
Korean brands are taking the top spot in the world of cosmetics. Innovation, quality and variety, coupled with inquisitive Gen Z consumers have gained K-cosmetics a strong foothold in the global market.
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Why inflation pessimism is premature
August 13, 2025 | NS Partners
The monetary conditions for a second inflation rise into the Kondratyev peak have yet to fall into place.
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Is Eurozone labour market resilience about to crumble?
August 8, 2025 | NS Partners
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
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Trends in asset allocation: The rise of a total portfolio approach
August 5, 2025 | Connor, Clark & Lunn Financial Group
The total portfolio approach (TPA) aims to treat the entire portfolio as a single, integrated entity and is gaining significant traction amongst larger investors. How is TPA different and who’s best positioned to take advantage?
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MENA Q2 2025 Manager Letter
August 1, 2025 | Vergent Asset Management
In our 2nd quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
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FEM Q2 2025 Manager Letter
August 1, 2025 | Vergent Asset Management
In our 2nd quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
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Warsaw calling: A view from the ground
July 31, 2025 | Global Alpha Capital Management
A recent visit to Warsaw showed us that Poland is a modern, outward-looking EU economy, with growing urban infrastructure.
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Global money update: US relative strength
July 31, 2025 | NS Partners
US six-month real narrow money momentum recovered in June, in contrast to a further slowdown in the Eurozone and outright weakness in Japan / the UK.
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UK money update: misleading M4ex
July 30, 2025 | NS Partners
Moderate growth of the Bank of England’s M4ex measure conceals weak corporate / household money trends.
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Eurozone money update: further softening
July 25, 2025 | NS Partners
June money numbers cast doubt on ECB President Lagarde’s assertion that policy-makers are “in a good place”.
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