Capstone Copper: Positioned to benefit from a structurally tight copper market
February 12, 2026 | Global Alpha Capital Management
Copper markets are entering a structurally tight phase while Chile’s evolving policy backdrop is improving the outlook for long-life, capital-intensive mining assets.
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US deposit distortion confirmed
February 11, 2026 | NS Partners
The Fed’s Public Affairs office has confirmed that a large rise in demand deposits in late 2025 reflected a reporting change.
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MENA Q4 2025 Manager Letter
February 10, 2026 | 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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Monetary tremors
February 6, 2026 | NS Partners
Recent market turbulence could reflect an adverse shift in “excess” money conditions.
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Fade the manufacturing bounce
February 3, 2026 | NS Partners
An expected PMI pick-up is under way but money trends suggest another relapse from Q2.
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Eurozone / UK money update: UK relative recovery
January 30, 2026 | NS Partners
Eurozone and UK money trends have shown disappointingly small responses to policy easing.
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Five reasons European retail brokerages keep outperforming
January 29, 2026 | Global Alpha Capital Management
Retail investors have reshaped markets, and European brokerages have been among the biggest beneficiaries.
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US money update: mixed signals
January 28, 2026 | NS Partners
US narrow money is growing slowly, casting doubt on expectations of economic strength.
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Forecast – 2026
January 21, 2026 | CC&L Investment Management
After three consecutive years of strong equity returns, the investment environment entering 2026 is shifting.
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Weaker monetary news
January 20, 2026 | NS Partners
Early numbers suggest that global six-month real narrow money momentum fell back sharply in December.
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US broad money update: low household cash ratio
January 16, 2026 | NS Partners
The share of money holdings in household financial wealth is near the bottom of its range since the mid-2000s, with equity exposure at a post-WW2 record.
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Five ESG trends for 2026
January 15, 2026 | Global Alpha Capital Management
Despite some recent pushbacks, ESG is here to stay and remains a critical lens for identifying material risks and long-term value in a changing world. Here are five key ESG trends shaping 2026.
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LatAm’s rightward political shift is fuelling a continent-wide bull market
January 13, 2026 | NS Partners
Following years of economic pain brought about by loose fiscal policy under socialist leaders, a “blue wave” of fiscal conservatism is sweeping across the continent. More muscular regional foreign policy by the United States is likely to reinforce the trend.
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2025 year in review – the glistening Great White North
January 8, 2026 | Connor, Clark & Lunn Financial Group
Despite a year of geopolitical unrest and trade challenges, investors saw robust portfolio growth with strong Canadian equities and a broadening of stocks away from the Magnificent Seven.
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Navigating the global versus home-country equity bias decision
January 8, 2026 | Connor, Clark & Lunn Financial Group
While some investors may go all-in on global equities, there are several advantages for having a Canadian-equity bias.
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