Emerging markets, a consumer powerhouse
March 23, 2023 | Global Alpha Capital Management
We share why emerging markets are some of the world’s primary drivers of economic growth and wealth building based on their populations.
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Almost in full bloom
March 16, 2023 | Global Alpha Capital Management
After attending conferences in Japan, we examine the state of the Japanese economy after recent policy decisions.
Chinese EVs are going global
March 14, 2023 | NS Partners
Our February commentary looks at EM performance with a specific focus on China, as well as India’s ongoing challenge with the Adani Group fraud allegations.
The battle against inflation
March 9, 2023 | Global Alpha Capital Management
We take a deeper look at the economic environment in 2023 and how we are positioned to combat inflation.
Things are looking up
March 2, 2023 | Global Alpha Capital Management
We discuss our observations following the strong improvements to Europe’s economic outlook.
The Case for Global Small Cap Equities
March 2, 2023 | Connor, Clark & Lunn Financial Group
Investors globally have embraced global small cap equities as a source of equity diversification.
A trash rally: Guess who’s back?
February 23, 2023 | Global Alpha Capital Management
We discuss the meme stock frenzy and growth opportunities for investors.
A new kettle of fish
February 16, 2023 | Global Alpha Capital Management
We discuss a new addition to the portfolio, and the latest developments in the salmon farming industry.
History of the Canadian Dollar
February 10, 2023 | Connor, Clark & Lunn Financial Group
This summary provides a perspective of the modern-day history of Canadian-US dollar exchange rate fluctuations.
Nuclear Renaissance
February 9, 2023 | Global Alpha Capital Management
We look at shifting tides in energy policy and what it means for the global nuclear energy industry.
Adani to test India Inc.
February 9, 2023 | NS Partners
January showed strong money numbers into EM as we look ahead at signals in India, China and other EM markets.
ESG Themes for 2023
February 2, 2023 | Global Alpha Capital Management
For this week’s commentary, we take a look at green CAPEX, including benefits and relevance.
What’s the deal with EM small cap
January 19, 2023 | Global Alpha Capital Management
We shine a light on emerging market small caps, looking at the characteristics and make up of this often misunderstood asset class.
Emerging Markets Cool into Year-end
January 13, 2023 | NS Partners
In a soft month for EM equities, we review 2022’s winners and losers along with some key investment themes.
Drilling into European oil & gas
January 12, 2023 | Global Alpha Capital Management
We examine what happened in the European energy sector in 2022 and look ahead to 2023.