Chinese stocks climb “wall of worry”
février 19, 2025 | NS Partners
Chinese money growth has normalised while the MSCI China index remains on a steep valuation discount despite recent outperformance.
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Enter the ascending dragon
février 13, 2025 | Global Alpha Capital Management
On the verge of being upgraded to an emerging market, Vietnam is poised to become ASEAN’s newest growth engine.
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UK inflation: it’s getting complicated
février 13, 2025 | NS Partners
The Bank of England expects rises in regulated prices and taxes to push headline CPI inflation up to 3.5% by June but the forecast likely underestimates disinflationary pressure from monetary weakness.
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DeepSeek frenzy a reminder of China’s ability to innovate
février 12, 2025 | NS Partners
This month’s commentary explores the market implications of Chinese AI innovation and market implications of AI ubiquity.
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The forgotten asset class – case for Canadian Small Cap Equity
février 10, 2025 | Connor, Clark & Lunn Financial Group
This article discusses the merits of Canadian small cap equities and how investors can benefit from its potential contribution.
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Why travel offers resiliency amid a tough consumer spending outlook
février 6, 2025 | Global Alpha Capital Management
Consumers may have less disposable income, but that’s not stopping them from choosing to spend on travel.
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« Diversification is key »: Peter Muldowney in Benefits and Pension Monitor article
février 5, 2025 | Connor, Clark & Lunn Financial Group
Peter Muldowney, Senior Vice President and Head of Institutional and Multi-Asset Strategy speaks to Benefits and Pension Monitor.
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Global industrial revival on track but obstacles ahead
février 5, 2025 | NS Partners
Manufacturing surveys may reach a short-term peak this spring, with the extent of any retracement partly depending on trade policy developments.
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UK money update: still weak
janvier 31, 2025 | NS Partners
MPC inertia had condemned the UK to economic underperformance well before the October Budget.
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Brazil’s growth, challenges and opportunities
janvier 30, 2025 | Global Alpha Capital Management
A look at Brazil’s economic performance and inflation dynamics, and an exploration of potential opportunities for 2025.
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Global money update: tentative positive
janvier 29, 2025 | NS Partners
US / Eurozone / Chinese money measures rose solidly in December but a further pick-up is required to warrant hopes of a 2026 global economic “boomlet”.
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MENA Q4 2024 Manager Letter
janvier 28, 2025 | 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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FEM Q4 2024 Manager Letter
janvier 28, 2025 | Vergent Asset Management
In our 4th 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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Viewpoints – a new four-part video series
janvier 23, 2025 | CC&L Investment Management
Portfolio managers TJ Sutter and Carolyn Kwan sit down for a discussion about market insights in Viewpoints – a new four-part video series.
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Entrepreneurship: Silicon Valley vs. Stockholm
janvier 23, 2025 | Global Alpha Capital Management
Sweden’s vibrant venture capital market drives its economy by encouraging innovations from entrepreneurs.
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