Time to take out the trash – Why high ROE matters in the long run
décembre 4, 2025 | Global Alpha Capital Management
Time and again, numbers show that high ROE stocks consistently outperform their lower-quality counterparts, even when speculative surges dominate for short periods.
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Eurozone money update: disappointing response
décembre 3, 2025 | NS Partners
Monetary trends suggest that interest rates remain above a “neutral” level.
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Testing matters: Ensuring semiconductors can withstand the pressures of AI
novembre 27, 2025 | Global Alpha Capital Management
As AI accelerates the complexity and value of semiconductors, robust testing has become essential for reliability and performance.
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Global money update: EM strength
novembre 27, 2025 | NS Partners
Global money trends suggest that major economic weakness will be deferred until later in 2026.
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Game changers in Japan’s equity market
novembre 20, 2025 | Global Alpha Capital Management
Japan’s equity market is experiencing a structural reset, marked by record-breaking foreign inflows and transformative reforms.
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The role of energy transition in the battle against climate change
novembre 20, 2025 | Connor, Clark & Lunn Financial Group
The world stands at the brink of another energy transformation, but this time, the stakes are higher.
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UK inflation: “monetarist” optimism on track
novembre 19, 2025 | NS Partners
Inflation is realigning with lagged money trends as policy distortions fade.
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Chinese money update: lacklustre outlook
novembre 14, 2025 | NS Partners
October money / credit numbers were mixed, suggesting a continuation of sluggish economic growth.
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Global reindustrialization to lift Konecranes
novembre 13, 2025 | Global Alpha Capital Management
Global reindustrialization, infrastructure renewal and port electrification are creating long-term demand for lifting and automation equipment. Explore how these secular trends could sustain growth for the Finnish lifting-equipment leader.
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Flows before pros?
novembre 10, 2025 | NS Partners
Structural liquidity and investor flows are reshaping market dynamics and asset prices in emerging markets.
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From super to secure: Australia’s push for guaranteed retirement income
novembre 6, 2025 | Global Alpha Capital Management
Annuities, superannuation and regulatory shifts – what’s driving change in Australian retirement planning and what does it mean for investors and retirees?
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Manufacturing roll-over?
novembre 6, 2025 | NS Partners
The forecast of an inflection weaker in global manufacturing PMI new orders is supported by the “internals” of the latest survey.
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Skipping the siesta: Spain is Europe’s star performer
octobre 30, 2025 | Global Alpha Capital Management
Spain has emerged as Europe’s standout performer, driven by open borders, robust EU investment and record-breaking tourism.
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FEM Q3 2025 Manager Letter
octobre 29, 2025 | Vergent Asset Management
In our 3rd quarter investor letter, we discuss our views on frontier emerging markets and the main return drivers for the strategy over the period.
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MENA Q3 2025 Manager Letter
octobre 29, 2025 | Vergent Asset Management
In our 3rd quarter investor letter, we discuss our views on the MENA equity markets and the main return drivers for the strategy during the quarter.
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