UK underlying inflation has slowed
September 17, 2025 | NS Partners
A measure of UK annual core CPI inflation excluding direct policy effects has fallen by 0.5 pp over the past year.
About us
Redefining your investment experience
CC&L One was founded with the goal of enhancing the multi-asset investment experience for institutions such as pension plans, foundations & endowments, Indigenous trusts and insurance providers, to name a few.
Through proactive engagements and a flexible structure, CC&L One partners with institutional investors to deliver a breadth of high-quality investment solutions with streamlined implementation that is efficient for you.
We are aligned with you. Our specialist investment teams are dedicated to helping you achieve your long-term objectives and your knowledgeable relationship team is focused exclusively on your total portfolio experience.
Insights
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Chinese money update: still supportive
September 16, 2025 | NS Partners
The Chinese economy has slowed sharply but money trends are giving a modestly reassuring signal.
The SDG mirage: How to spot real sustainable outcomes vs marketing spin?
September 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.
More signs of Eurozone softening
September 10, 2025 | NS Partners
Other indicators support the monetary forecast of a loss of economic momentum.
CC&L Outlook: Bounded rates, unbounded disconnects | Q3 2025
September 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.
Fueling the future with natural gas
August 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.
Global money update: further slowdown
August 28, 2025 | NS Partners
Monetary trends suggest weakening economic prospects for late 2025 / early 2026.
UK QT has been a costly mistake
August 27, 2025 | NS Partners
QT has been fiscally expensive, is contributing to worrying monetary weakness and wasn’t required on operational grounds.
Brazilian Blackjack revisited
August 20, 2025 | NS Partners
Running count improves as low cards exit the deck.
K-series part 2: Big, beautiful K‑cosmetics
August 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.
Why inflation pessimism is premature
August 13, 2025 | NS Partners
The monetary conditions for a second inflation rise into the Kondratyev peak have yet to fall into place.
Is Eurozone labour market resilience about to crumble?
August 8, 2025 | NS Partners
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
Trends in asset allocation: The rise of a total portfolio approach
August 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?
MENA Q2 2025 Manager Letter
August 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.
FEM Q2 2025 Manager Letter
August 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.
For additional information on The Connor, Clark & Lunn One Ltd., please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales, Global
Lizanne Ross Onder, CFA
Head of Multi-Asset
Institutional Portfolios,
Associate Portfolio Manager
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October 22nd, 2024