Why has US bank loan growth surged?
mars 4, 2026 | NS Partners
A recent pick-up in commercial bank loan growth is unlikely to be a positive signal for economic prospects.
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Japan: A tech paradox
février 26, 2026 | Global Alpha Capital Management
Accelerated by the pandemic, Japan’s shift from legacy systems to cloud-based solutions highlights opportunities and challenges within the country’s IT landscape.
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Surprising January monetary news
février 25, 2026 | NS Partners
Global six-month real narrow money momentum is estimated to have rebounded from a sharp December fall to reach a new high in January.
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Has the Fed’s easing window closed?
février 20, 2026 | NS Partners
The historical Fed would be shifting to a tightening bias in response to recent economic news.
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Tencent and AI gaming: Beneficiary or loser?
février 19, 2026 | NS Partners
Investors question whether Tencent’s gaming dominance will persist in the face of AI disruption, while trade realignment creates both risks and opportunities for EM investors.
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Enhancing leadership and effective board governance
février 13, 2026 | Connor, Clark & Lunn Financial Group
Great leadership requires more than technical skills and intellectual horsepower. It requires emotional intelligence. Arguably, emotional intelligence plays a more decisive role in in decision-making under pressure and building trust around the table. Best of all, it can be strengthened at any stage of life.
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Capstone Copper: Positioned to benefit from a structurally tight copper market
février 12, 2026 | Global Alpha Capital Management
Copper markets are entering a structurally tight phase while Chile’s evolving policy backdrop is improving the outlook for long-life, capital-intensive mining assets.
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US deposit distortion confirmed
février 11, 2026 | NS Partners
The Fed’s Public Affairs office has confirmed that a large rise in demand deposits in late 2025 reflected a reporting change.
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MENA Q4 2025 Manager Letter
février 10, 2026 | Vergent Asset Management
In our 4th 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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Monetary tremors
février 6, 2026 | NS Partners
Recent market turbulence could reflect an adverse shift in “excess” money conditions.
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Fade the manufacturing bounce
février 3, 2026 | NS Partners
An expected PMI pick-up is under way but money trends suggest another relapse from Q2.
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Eurozone / UK money update: UK relative recovery
janvier 30, 2026 | NS Partners
Eurozone and UK money trends have shown disappointingly small responses to policy easing.
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Five reasons European retail brokerages keep outperforming
janvier 29, 2026 | Global Alpha Capital Management
Retail investors have reshaped markets, and European brokerages have been among the biggest beneficiaries.
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US money update: mixed signals
janvier 28, 2026 | NS Partners
US narrow money is growing slowly, casting doubt on expectations of economic strength.
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Forecast – 2026
janvier 21, 2026 | CC&L Investment Management
After three consecutive years of strong equity returns, the investment environment entering 2026 is shifting.
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