What to expect in a recession
June 30, 2022 | Global Alpha Capital Management
We discuss the fears of a potential recession as investor behavior has shifted from ‘buy the dip’ during the pandemic to ‘sell the rally’.
[...]Corporate social
At CC&L Infrastructure and across the CC&L Financial Group we are committed to Corporate Social Responsibility. Together, we seek to have a positive impact on society beyond the financial interests of the firm alone.
In addition to our philanthropic activities led by the CC&L Foundation, CC&L Financial Group has
established a Business Practices Working Group to review business practices and identify
priorities each year regarding issues such as health and wellness, diversity and inclusion and environmental sustainability.
The Connor, Clark & Lunn Foundation
We are committed to building
strong and vibrant communities by
supporting causes that are
important to our clients, employees,
partners, and stakeholders.
CC&L Infrastructure proudly supports the CC&L Foundation.
The CC&L Foundation aims to enrich the communities in which we live and work by creating opportunities for both philanthropy and volunteerism from employees and partners of the CC&L Financial Group and its affiliates. This includes funding for a wide variety of programs and not-for-profit organizations that help promote a better environment, improvements to education, advances in science and medicine, stronger communities, and the arts.
Insights
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What to expect in a recession
June 30, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss the fears of a potential recession as investor behavior has shifted from ‘buy the dip’ during the pandemic to ‘sell the rally’.
[...]
Summer season back in full swing
June 16, 2022 | Global Alpha Capital Management
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.
[...]
Summer season back in full swing
June 16, 2022 | Gestion d’actifs Global Alpha Ltée
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.
[...]
Exaggeration through extrapolation
June 9, 2022 | Global Alpha Capital Management
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.
[...]
Exaggeration through extrapolation
June 9, 2022 | Gestion d’actifs Global Alpha Ltée
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.
[...]
Philippines: The undiscovered country
June 2, 2022 | Global Alpha Capital Management
We discuss the growth opportunities in the Philippines, an undiscovered country with plenty of potential to unlock value.
[...]
Philippines: The undiscovered country
June 2, 2022 | Global Alpha Capital Management
We discuss the growth opportunities in the Philippines, an undiscovered country with plenty of potential to unlock value.
[...]
Gaming update
May 26, 2022 | Global Alpha Capital Management
We discuss the recent falling out of favor of the video game industry among investors. After growing at 9% compound annual growth rate (CAGR) for the last decade, there is still much to get excited about regarding the [...]
The Duration Trap
May 26, 2022 | Connor, Clark & Lunn Financial Group
Investors with a total return objective have historically been served well by the fixed income component of portfolios, such as a portfolio benchmarked to the FTSE Canada Universe Bond Index (the Universe Bond Index), [...]
Le piège de la durée
May 26, 2022 | Connor, Clark & Lunn Financial Group
Les investisseurs ayant un objectif de rendement total ont été récompensés dans le passé par le volet à revenu fixe de leurs portefeuilles, par exemple les portefeuilles reproduisant les résultats de l’indice [...]
Supply chain opportunities
May 19, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss the implications of supply chain disruptions and abrupt changes in market conditions, and the impact it could have on our portfolios.
[...]
Supply chain opportunities
May 19, 2022 | Global Alpha Capital Management
We discuss the implications of supply chain disruptions and abrupt changes in market conditions, and the impact it could have on our portfolios.
[...]
Now hiring? Good luck with that!
May 12, 2022 | Global Alpha Capital Management
We discuss factors contributing to what some experts in the U.S. are calling the tightest labour market in 70 years.
[...]
The myth of inflation in Japan
May 5, 2022 | Global Alpha Capital Management
We discuss low inflation in Japan. When most countries are wrestling with rising inflation, Japan is the outlier.
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