Redefining your investment experience
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.
August 26, 2026 | NS Partners
Monetary trends continue to suggest too-loose policy.
August 20, 2026 | NS Partners
Rising QT and f/x intervention are intensifying a monetary squeeze.
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.
August 13, 2026 | NS Partners
Money trends signalled better H1 economic growth but now suggest renewed weakness.
August 7, 2026 | NS Partners
US monetary acceleration has tempered an earlier signal of a H2 global economic slowdown.
July 31, 2026 | NS Partners
India has fallen out of favour with emerging market investors as attention has shifted to North Asian technology stocks.
July 30, 2026 | Global Alpha Capital Management
From cybersecurity and political risk to fine art, marine cargo and niche business coverage, specialty insurance exists to price risks that standard insurers often cannot.
July 29, 2026 | NS Partners
Monetary buoyancy puts Fed Chair Warsh in a bind.
July 28, 2026 | NS Partners
Monetary trends suggest that recent PMI improvement will prove temporary.
July 27, 2026 | Connor, Clark & Lunn Financial Group
Investing success comes from making sound decisions in spite of uncertainty.
July 22, 2026 | NS Partners
Reassessing China’s risk for EM investors.
July 22, 2026 | NS Partners
References to money trends in Fed and Bank of England reports represent tokenism, with no implications for policy.
July 20, 2026 | Connor, Clark & Lunn Financial Group
Peter Muldowney co-authored a practical guide to enterprise risk management for boards overseeing pension and benefits programs, published in Plans & Trusts. The article outlines actionable steps to identify, assess and respond to risk while protecting plan reputation, resilience, and long-term value.
July 16, 2026 | Global Alpha Capital Management
SFDR 2.0 may still be under negotiation, but its direction is already worth watching. Developments today could shape sustainability-focused investment strategies in the years ahead.
For additional information on The Connor, Clark & Lunn One Ltd., please contact:
Managing Director,
Head of Institutional Sales, Global
Head of Multi-Asset
Institutional Portfolios,
Associate Portfolio Manager
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