US money update: balance of payments drag
mai 30, 2025 | NS Partners
US money growth is slowing, suggesting less support for the economy and improving prospects for rate cuts.
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Gut feelings: A strong gut microbiome for feeling good
mai 29, 2025 | Global Alpha Capital Management
The key to overall well-being might be in your gut, and probiotics can help.
UK inflation: underlying softening
mai 28, 2025 | NS Partners
UK April inflation numbers were much less bad than reported.
Uncovering hidden champions
mai 22, 2025 | Global Alpha Capital Management
Searching emerging markets for the hidden champions with winning attributes.
Fixed income outlook
mai 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.
Navigating currency markets: The US dollar and Canadian dollar in perspective
mai 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.
Implications of Asian currency tremors
mai 16, 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.
Why is the UK an employment outlier?
mai 16, 2025 | NS Partners
UK monetary trends have been arguing for faster MPC easing. Labour market news is now reinforcing the message.
Q2 2025 Outlook: Haven or havoc?
mai 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?
Inflation leading indicators still benign
mai 9, 2025 | NS Partners
Three indicators that signalled the 2021-22 global inflation spike and reversal continue to suggest a favourable outlook.
A presidential game of trump: Navigating Trump’s tariffs in Mexico and Brazil
mai 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?
Are US monetary conditions about to tighten?
mai 1, 2025 | NS Partners
“Treasury QE” has supported US broad money growth but a lifting of the debt ceiling promises a reckoning.
Is the professional sports data-aggregation business a sure bet?
avril 30, 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.
Are Eurozone money trends inflecting weaker?
avril 30, 2025 | NS Partners
Eurozone March money numbers suggest that further ECB policy easing will be required to insulate the economy from global weakness.
A green energy update
avril 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.