Redefining your investment experience
November 6, 2026 | NS Partners
Momentum has worked as an equity investment style historically but the addition of a monetary overlay could result in superior risk-adjusted returns.
October 28, 2026 | NS Partners
Divergent US / rest of G7 money trends signal US economic outperformance and misaligned monetary policies.
October 27, 2026 | Connor, Clark & Lunn Financial Group
What if AI’s greatest value for investors isn’t predicting the future, but helping them make better decisions when the future remains uncertain?
October 23, 2026 | NS Partners
Monetary trends suggest a minor and short-lived inflation upswing.
October 22, 2026 | Global Alpha Capital Management
Food regulation is often viewed as a constraint, but for well-positioned companies, it can create a competitive advantage.
October 22, 2026 | NS Partners
Following a sharp election-driven rally, we revisit the case for Brazilian equities and what could come next.
October 20, 2026 | NS Partners
A suggested further fall in global real money momentum strengthens conviction in a coming PMI decline.
October 13, 2026 | NS Partners
A comparison with index-linked gilts suggests that house prices are as expensive as at the start of the crash phase of the last 18-year housing cycle.
October 8, 2026 | Global Alpha Capital Management
The UK government has made infrastructure investment a cornerstone of its growth agenda, with plans spanning energy, defence, transport and regional development.
October 8, 2026 | Connor, Clark & Lunn Financial Group
This article explores the case for “smart simplicity” and how institutional investors can align portfolio design with their capacity to understand, oversee and govern it effectively.
October 7, 2026 | NS Partners
Monetary trends suggest a peak in economic momentum and less liquidity support for markets.
October 1, 2026 | NS Partners
The recent rise in global government bond yields reflects a restrictive shift in global “excess” money conditions.
September 25, 2026 | NS Partners
Monetary trends may be starting to confirm a negative 2027 economic outlook suggested by cycle analysis.
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.
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.
For additional information on The Connor, Clark & Lunn One Ltd., please contact:
Managing Director,
Head of Institutional Sales, Global,
CC&L Financial Group
Head of
Client Portfolio Management
Associate Portfolio Manager
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