Redefining your investment experience
July 3, 2026 | Connor, Clark & Lunn Financial Group
What about building fixed income portfolios based on outcomes, instead of product labels?
July 2, 2026 | Global Alpha Capital Management
As populations age across developed markets, companies serving the needs of older demographics – from health care and long-term care to financial services and mobility – may be well positioned for durable growth.
July 2, 2026 | NS Partners
The monetary backdrop for markets has become less favourable, while a pick-up in US money growth suggests rising medium-term inflation risks.
June 25, 2026 | Global Alpha Capital Management
What recent small-cap performance means for portfolio allocation decisions and why common objections to the asset class may need to be revisited.
June 25, 2026 | NS Partners
The “excess” money backdrop for markets has become less favourable, with mixed prospects for H2.
June 18, 2026 | Global Alpha Capital Management
Small caps have outperformed large caps on both sides of the Atlantic – even amid rising rates, oil volatility and negative economic surprises.
June 17, 2026 | NS Partners
Semiconductors wobble as macro risk, momentum, leverage and crowding collide.
June 9, 2026 | NS Partners
OECD leading indicator data and survey evidence on stocks support the forecast of a H2 loss of industrial momentum.
June 4, 2026 | Global Alpha Capital Management
As speed-to-power becomes increasingly important to the rapid growth of AI and data centres, developers are turning to alternative solutions.
June 2, 2026 | NS Partners
April money numbers signal rising recession risk and suggest that policy-makers should be considering easing not tightening.
June 1, 2026 | CC&L Investment Management
Markets continue to move higher despite war, elevated oil prices, and rising yields. Strong earnings and the AI-driven capex cycle are sustaining the rally, while risks that once threatened the expansion have repeatedly failed to materialize.
May 27, 2026 | NS Partners
An expected fall in global manufacturing PMI new orders suggests a moderation, at least, in current earnings strength.
May 21, 2026 | Global Alpha Capital Management
China’s semiconductor ambitions are becoming an increasingly important part of the global investment story.
May 20, 2026 | NS Partners
The AI boom is powering emerging market equities, led by South Korean DRAM giants which are now among the most profitable companies in the world.
May 7, 2026 | Global Alpha Capital Management
Earnings are proving resilient – but leadership is narrowing, and macro risks are rising.
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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