Warren Stoddart joins Chas Burkhart on the Global Investment Leaders podcast
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.
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The forgotten asset class – case for Canadian Small Cap Equity
February 10, 2025 | Connor, Clark & Lunn Financial Group
This article discusses the merits of Canadian small cap equities and how investors can benefit from its potential contribution.
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Why travel offers resiliency amid a tough consumer spending outlook
February 6, 2025 | Global Alpha Capital Management
Consumers may have less disposable income, but that’s not stopping them from choosing to spend on travel.
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“Diversification is key”: Peter Muldowney in Benefits and Pension Monitor article
February 5, 2025 | Connor, Clark & Lunn Financial Group
Peter Muldowney, Senior Vice President and Head of Institutional and Multi-Asset Strategy speaks to Benefits and Pension Monitor.
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Global industrial revival on track but obstacles ahead
February 5, 2025 | NS Partners
Manufacturing surveys may reach a short-term peak this spring, with the extent of any retracement partly depending on trade policy developments.
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UK money update: still weak
January 31, 2025 | NS Partners
MPC inertia had condemned the UK to economic underperformance well before the October Budget.
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Brazil’s growth, challenges and opportunities
January 30, 2025 | Global Alpha Capital Management
A look at Brazil’s economic performance and inflation dynamics, and an exploration of potential opportunities for 2025.
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Global money update: tentative positive
January 29, 2025 | NS Partners
US / Eurozone / Chinese money measures rose solidly in December but a further pick-up is required to warrant hopes of a 2026 global economic “boomlet”.
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MENA Q4 2024 Manager Letter
January 28, 2025 | Vergent Asset Management
In our 4th 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 Q4 2024 Manager Letter
January 28, 2025 | Vergent Asset Management
In our 4th 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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Viewpoints – a new four-part video series
January 23, 2025 | CC&L Investment Management
Portfolio managers TJ Sutter and Carolyn Kwan sit down for a discussion about market insights in Viewpoints – a new four-part video series.
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Entrepreneurship: Silicon Valley vs. Stockholm
January 23, 2025 | Global Alpha Capital Management
Sweden’s vibrant venture capital market drives its economy by encouraging innovations from entrepreneurs.
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ECB policy easing is working
January 22, 2025 | NS Partners
Eurozone real money momentum has turned positive and is likely to rise further, signalling improving economic prospects.
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Forecast – 2025
January 21, 2025 | CC&L Investment Management
2025 Market Outlook: Resilient economic growth amidst a changing political landscape and inflation risks together have significant implications for interest rates and asset prices.
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Brazilian Blackjack: Decoding the allure of a high-risk, high-reward market
January 21, 2025 | NS Partners
This month’s commentary covers our search for a winning hand in beaten down Brazilian equities.
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