The SDG mirage: How to spot real sustainable outcomes vs marketing spin?
septembre 11, 2025 | Global Alpha Capital Management
With global sustainable fund assets reaching USD3.5 trillion, it’s crucial to apply a critical lens to assess credibility and identify genuine contributions to the UN SDGs. How to tell real sustainability from creative marketing.
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More signs of Eurozone softening
septembre 10, 2025 | NS Partners
Other indicators support the monetary forecast of a loss of economic momentum.
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CC&L Outlook: Bounded rates, unbounded disconnects | Q3 2025
septembre 8, 2025 | CC&L Investment Management
Markets may look calm, but beneath the surface, disconnects are widening. Rates are boxed in by politics, fiscal dominance, and inflation pressures, while investors remain complacent about risks.
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Fueling the future with natural gas
août 28, 2025 | Global Alpha Capital Management
As the world demands more energy to power its future, natural gas production, storage and distribution steps up to deliver.
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Global money update: further slowdown
août 28, 2025 | NS Partners
Monetary trends suggest weakening economic prospects for late 2025 / early 2026.
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UK QT has been a costly mistake
août 27, 2025 | NS Partners
QT has been fiscally expensive, is contributing to worrying monetary weakness and wasn’t required on operational grounds.
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Brazilian Blackjack revisited
août 20, 2025 | NS Partners
Running count improves as low cards exit the deck.
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K-series part 2: Big, beautiful K‑cosmetics
août 13, 2025 | Global Alpha Capital Management
Korean brands are taking the top spot in the world of cosmetics. Innovation, quality and variety, coupled with inquisitive Gen Z consumers have gained K-cosmetics a strong foothold in the global market.
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Why inflation pessimism is premature
août 13, 2025 | NS Partners
The monetary conditions for a second inflation rise into the Kondratyev peak have yet to fall into place.
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Is Eurozone labour market resilience about to crumble?
août 8, 2025 | NS Partners
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
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Trends in asset allocation: The rise of a total portfolio approach
août 5, 2025 | Connor, Clark & Lunn Financial Group
The total portfolio approach (TPA) aims to treat the entire portfolio as a single, integrated entity and is gaining significant traction amongst larger investors. How is TPA different and who’s best positioned to take advantage?
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MENA Q2 2025 Manager Letter
août 1, 2025 | Vergent Asset Management
In our 2nd 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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FEM Q2 2025 Manager Letter
août 1, 2025 | Vergent Asset Management
In our 2nd 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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Warsaw calling: A view from the ground
juillet 31, 2025 | Global Alpha Capital Management
A recent visit to Warsaw showed us that Poland is a modern, outward-looking EU economy, with growing urban infrastructure.
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Global money update: US relative strength
juillet 31, 2025 | NS Partners
US six-month real narrow money momentum recovered in June, in contrast to a further slowdown in the Eurozone and outright weakness in Japan / the UK.
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