Global money update: August weakness
September 25, 2026 | NS Partners
Monetary trends may be starting to confirm a negative 2027 economic outlook suggested by cycle analysis.
Board of Directors
& Advisors
Connor Clark & Lunn Financial Group is committed to delivering a high-quality environment that provides our people with an opportunity to succeed. This commitment begins with our leadership team, including our board of directors, who guide our firm in the interest of our clients and employees. With deep asset management and strategic leadership experience, our board and advisors work closely with the CC&L Financial Group management team to ensure they make decisions in line with our goals and principles.
Ramy Dimitry
Managing Director,
Business Management & Operations
CC&L Private Capital Ltd.
Steven Huang
Director & Portfolio Manager,
Co-Head of Quantitative Equity
CC&L Investment Management
Insights
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Are we all emerging markets now?
September 17, 2026 | NS Partners
China’s export machine risks provoking a political backlash among trading partners struggling to absorb a glut of high-end manufactured goods.
Cycle update: expected 2027 weakness crystallising
September 17, 2026 | NS Partners
The short-term stockbuilding cycle is rolling over with the long-term housing cycle on track to accelerate into a 2027-28 low.
Humanoid robots: AI’s next big leap
September 10, 2026 | Global Alpha Capital Management
As artificial intelligence influences more of the physical world, humanoid robots are taking a step closer to becoming a real-world reality.
Pressure makes diamonds
September 9, 2026 | CC&L Investment Management
Canada-US trade tensions are a near-term headwind. However, we also see a possible catalyst for greater domestic investment, infrastructure development and trade diversification, making the longer-term investment case for Canada more compelling.
Global money update: cooler despite US
September 4, 2026 | NS Partners
Money trends suggest that global economic momentum is peaking in Q3, with downside risk focused on Europe and Japan.
Investing in Japan’s next chapter
August 27, 2026 | Global Alpha Capital Management
Japan’s new fiscal roadmap shifts from short-term stimulus to long-term investment in productivity and growth with a focus on physical AI, advanced health care and soft power.
Eurozone money update: French weakness
August 27, 2026 | NS Partners
Monetary trends continue to suggest coming economic disappointment.
US money update: more strength
August 26, 2026 | NS Partners
Monetary trends continue to suggest too-loose policy.
Japanese money update: further weakness
August 20, 2026 | NS Partners
Rising QT and f/x intervention are intensifying a monetary squeeze.
AI reflexivity and EM rotation
August 18, 2026 | NS Partners
The AI bulls are tested by a huge momentum unwind through July despite fundamentals accelerating. Meanwhile, there are signs that the rally in emerging markets is starting to broaden out despite a challenging macro backdrop.
More UK stop-go
August 13, 2026 | NS Partners
Money trends signalled better H1 economic growth but now suggest renewed weakness.
Global money update: US lift
August 7, 2026 | NS Partners
US monetary acceleration has tempered an earlier signal of a H2 global economic slowdown.
Taking stock of EM performance
July 31, 2026 | NS Partners
India has fallen out of favour with emerging market investors as attention has shifted to North Asian technology stocks.
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales, Global,
CC&L Financial Group
Eric Hasenauer
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
John Ricketts
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
Carlos Stelin
Director of Institutional Sales, Europe, CC&L Financial Group
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CC&L Financial Group Ltd.
November 8, 2021