Forecast – 2026
January 21, 2026 | CC&L Investment Management
After three consecutive years of strong equity returns, the investment environment entering 2026 is shifting.
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Each of our independent investment teams within our affiliates are focused on what they do best. Each of our affiliates has its own investment approach and area of expertise. This specialization allows Connor, Clark & Lunn Financial Group to offer our clients and advisors a diverse range of traditional and alternative products, services and solutions.
Insights
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Weaker monetary news
January 20, 2026 | NS Partners
Early numbers suggest that global six-month real narrow money momentum fell back sharply in December.
US broad money update: low household cash ratio
January 16, 2026 | NS Partners
The share of money holdings in household financial wealth is near the bottom of its range since the mid-2000s, with equity exposure at a post-WW2 record.
Five ESG trends for 2026
January 15, 2026 | Global Alpha Capital Management
Despite some recent pushbacks, ESG is here to stay and remains a critical lens for identifying material risks and long-term value in a changing world. Here are five key ESG trends shaping 2026.
LatAm’s rightward political shift is fuelling a continent-wide bull market
January 13, 2026 | NS Partners
Following years of economic pain brought about by loose fiscal policy under socialist leaders, a “blue wave” of fiscal conservatism is sweeping across the continent. More muscular regional foreign policy by the United States is likely to reinforce the trend.
2025 year in review – the glistening Great White North
January 8, 2026 | Connor, Clark & Lunn Financial Group
Despite a year of geopolitical unrest and trade challenges, investors saw robust portfolio growth with strong Canadian equities and a broadening of stocks away from the Magnificent Seven.
Navigating the global versus home-country equity bias decision
January 8, 2026 | Connor, Clark & Lunn Financial Group
While some investors may go all-in on global equities, there are several advantages for having a Canadian-equity bias.
A “monetarist” perspective on current equity markets
January 7, 2026 | NS Partners
Global money trends appear modestly supportive but cyclical clouds are gathering.
US money update: suspect deposit data
December 29, 2025 | NS Partners
A sharp rise in US demand deposits in November probably reflects a statistical distortion, with broader money trends stable.
2026: The year quality starts to matter again
December 18, 2025 | Global Alpha Capital Management
Farewell 2025 tech bubble, hello quality-focused reset in 2026.
Quality by first principles in EM
December 17, 2025 | NS Partners
Agility within an investment process is key in navigating inevitable style regime rotation.
UK inflation: another favourable surprise
December 17, 2025 | NS Partners
November CPI numbers support “monetarist” optimism, with an undershoot now on the horizon.
Addressing the myopia pandemic
December 11, 2025 | Global Alpha Capital Management
Myopia rates are surging worldwide, especially among children and teens, but industry leaders are innovating solutions to improve access to vision correction worldwide.
Defiant Fed forecasts
December 11, 2025 | NS Partners
The Fed’s economic forecasts continue to suggest that the window for easing will close in early 2026, based on a model of its historical behaviour.
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 8th, 2021