While global liquidity remains poor, EM countries are dealing with a more manageable inflation problem than in DM. Money numbers also point to a better economic outlook for EM.  

Warren Stoddart, président et chef de la direction du Groupe financier Connor, Clark & Lunn, s’est récemment joint à Chas Burkhart, chef de la direction de Rosemont, à titre d’invité au balado Global Inv [...]

In this week’s commentary we are profiling Dentium (145720 KS), a Korean dental implant manufacturer, and one of the top holdings of our Emerging Markets strategy.

Warren Stoddart, CC&L Financial Group’s President and CEO recently joined Rosemont CEO Chas Burkhart as a guest on the Global Investment Leaders podcast. Warren shares his thoughts on CC&L Financial Groupâ [...]

In this week’s commentary, we discuss an important item we look at before investing in any company: the strength of the balance sheet.

Recently, it seems everyone is travelling again with travel activities dramatically increasing in most regions. In this week’s commentary we profile our holding Samsonite, the world’s largest travel luggage compan [...]

We share some thoughts regarding the European economic landscape and fundamentals behind companies having reported their half year financial results.

In this week’s commentary we discuss how the alchemy of art and science that goes into gardening is similar to Global Alpha’s investment philosophy.

We discuss Germany’s reduced gas supplies and its impact on our Germany holdings. The Emergency Plan for Gas for the Federal Republic of Germany was published in September 2019.

We discuss the fears of a potential recession as investor behavior has shifted from ‘buy the dip’ during the pandemic to ‘sell the rally’.

We discuss the how travel-exposed names will benefit from the summer vacation tailwinds. As the first official day of the summer approaches, it finally feels like the world is getting back to normal.

We discuss the exaggeration of the end of the brick and mortar economy and why the digital takeover did not quite live up to its promise.