Redefining your investment experience
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.
August 28, 2025 | NS Partners
Monetary trends suggest weakening economic prospects for late 2025 / early 2026.
August 27, 2025 | NS Partners
QT has been fiscally expensive, is contributing to worrying monetary weakness and wasn’t required on operational grounds.
August 20, 2025 | NS Partners
Running count improves as low cards exit the deck.
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.
August 13, 2025 | NS Partners
The monetary conditions for a second inflation rise into the Kondratyev peak have yet to fall into place.
August 8, 2025 | NS Partners
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
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?
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.
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.
July 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.
July 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.
July 30, 2025 | NS Partners
Moderate growth of the Bank of England’s M4ex measure conceals weak corporate / household money trends.
July 25, 2025 | NS Partners
June money numbers cast doubt on ECB President Lagarde’s assertion that policy-makers are “in a good place”.
July 21, 2025 | NS Partners
In this month’s commentary we cover the surge in South Korean equities fuelled by recently elected President Lee’s embrace of governance reform.
For additional information on The Connor, Clark & Lunn One Ltd., please contact:
Managing Director,
Head of Institutional Sales, Global
Head of Multi-Asset
Institutional Portfolios,
Associate Portfolio Manager
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