Narrow strength, rising risk
May 7, 2026 | Global Alpha Capital Management
Earnings are proving resilient – but leadership is narrowing, and macro risks are rising.
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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Policy perversity
May 7, 2026 | NS Partners
The policy biases of the Fed, ECB and Bank of England are opposite to those warranted by economic / monetary conditions.
Global money update: inflation squeeze
May 6, 2026 | NS Partners
Global six-month real narrow money growth is slowing from a January-February peak, suggesting a loss of economic momentum during H2.
Rising Eurozone recession risk
April 29, 2026 | NS Partners
The April ECB bank lending survey signals an “endogenous” tightening of monetary conditions.
Infrastructure investment: The tools, materials and makers powering civil works
April 23, 2026 | Global Alpha Capital Management
Infrastructure spending is accelerating and the most durable opportunities often sit in civil works and maintenance.
Semis and the stockbuilding cycle
April 23, 2026 | NS Partners
A surge in prices of electronic components is another indication of a cycle peak.
How institutional investing has changed
April 21, 2026 | Connor, Clark & Lunn Financial Group
“The world is always changing.” – Sir John Templeton. Few areas illustrate this better than institutional investing. Nearly three decades ago, I moved from the UK to Canada, and over this time I have had a front-row seat to a remarkable transformation in the Canadian investment landscape, spanning defined benefit (DB) plans, public funds, endowments and foundations and increasingly, defined contribution (DC) investors.
One interesting signal amid the noise – the USD has not behaved like a safe haven
April 20, 2026 | NS Partners
Navigating market shocks successfully requires a nimble and repeatable process that helps you learn fast, stay disciplined and keep portfolio risk aligned with conviction.
Sedimentary, my dear Watson: Lime and limestone applications across industries
April 9, 2026 | Global Alpha Capital Management
Lime and limestone uses are often overlooked, but they actually sit at the centre of Europe’s industrial system.
The rise of alternatives in Canadian university endowments
April 8, 2026 | Connor, Clark & Lunn Financial Group
Not long ago, alternative investments played only a marginal role in the portfolios of Canadian university endowments. Exposure to assets such as commercial real estate, infrastructure, private equity, private credit and hedge funds was limited, not by philosophy, but by practicality.
A “monetarist” perspective on current equity markets
April 8, 2026 | NS Partners
Global monetary trends were supportive pre-shock but an inflation squeeze on real growth is now likely, reinforcing a cautionary message from cycle analysis.
Buy Canada: Have We Entered a New Cycle of Canadian Equity Outperformance?
April 2, 2026 | CC&L Investment Management
While market commentary in late 2025 focused on the question of the sustainability of high valuations of mega-cap US technology stocks, Canadian equities quietly delivered material outperformance.
Annual Business Update | March 2026
March 31, 2026 | CC&L Investment Management
In our 2026 Annual Business Update, we highlight how we’re continuing our focus on delivering strong investment performance and consistent client service.
From renewable buildout to grid integration: What Europe needs to support its energy transition
March 26, 2026 | Global Alpha Capital Management
A look at the “picks-and-shovels” layer of the energy transition: the cable and grid systems required to deliver, scale and monetize renewable electricity in Europe.
Global money update: US rebound
March 26, 2026 | NS Partners
Monetary trends suggest that US economic prospects were improving relative to the Eurozone before the Gulf War III energy shock.
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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Connor, Clark & Lunn One Ltd.
October 22, 2024