Chinese money update: losing momentum
juin 17, 2025 | NS Partners
Chinese monetary trends suggest a continuation of lacklustre economic growth with negligible inflation.
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Insights
En savoir plus
Are EM equities great again?
juin 16, 2025 | NS Partners
In this month’s commentary we go under the hood of the recent rally in EM equities, and cover Mexico’s controversial judicial elections and their impact on the country’s institutional quality.
Going the extra mile: Why site visits add value for investors
juin 16, 2025 | Global Alpha Capital Management
Seeing is believing. A recent site visit allowed us to see just what Federal Signal was up to in order to set themselves apart in the specialized vehicle space.
Artificial intelligence: The latest GPT (but not the one you’re thinking of)
juin 12, 2025 | Connor, Clark & Lunn Financial Group
AI is beginning to contribute to the way the asset management industry works. With more time, its influence will apply to a greater number of asset classes.
A “monetarist” perspective on UK medium-term inflation prospects
juin 11, 2025 | NS Partners
Historical lags and exchange rate appreciation suggest that disinflation has much further to run.
Disappointing Eurozone / UK money numbers
juin 6, 2025 | NS Partners
Eurozone / UK money growth has weakened despite rate cuts, suggesting that central banks have more work to do.
Don’t discount the discounters
juin 5, 2025 | Global Alpha Capital Management
Competition is tight in the industry of discount grocery markets. Staying focused with product lineups and efficient with inventory can help gain a different edge over rival retailers.
Global industrial momentum still weakening
juin 5, 2025 | NS Partners
Trade disruption and a monetary relapse suggest receding prospects for a H2 recovery in global manufacturing PMI new orders.
Global money update: renewed weakness
juin 4, 2025 | NS Partners
A hopeful signal from an earlier monetary pick-up has fizzled.
US money update: balance of payments drag
mai 30, 2025 | NS Partners
US money growth is slowing, suggesting less support for the economy and improving prospects for rate cuts.
Gut feelings: A strong gut microbiome for feeling good
mai 29, 2025 | Global Alpha Capital Management
The key to overall well-being might be in your gut, and probiotics can help.
UK inflation: underlying softening
mai 28, 2025 | NS Partners
UK April inflation numbers were much less bad than reported.
Uncovering hidden champions
mai 22, 2025 | Global Alpha Capital Management
Searching emerging markets for the hidden champions with winning attributes.
Fixed income outlook
mai 20, 2025 | Connor, Clark & Lunn Financial Group
Fixed income insights, current outlook and how the broad range of fixed income strategies available can help to diversify risk for investors.
Navigating currency markets: The US dollar and Canadian dollar in perspective
mai 20, 2025 | Connor, Clark & Lunn Financial Group
Are concerns about the recent volatility of Canadian currency overblown? A look at the longer-term relationship between the US and Canadian dollars puts things into perspective.