It’s all marketing
November 23, 2022 | Global Alpha Capital Management
We discuss the importance of market research and the overall marketing expenditures in a context of an economic slowdown.
[...]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
Read More
What does China’s CCP Congress mean for investors?
November 23, 2022 | NS Partners
We have been discussing the news flowing out of China’s 20th Party Congress (held from 16th-22nd October) at length over the past few weeks. While the press and market reaction was poor, there are some positives fro [...]
Small cap is back: 7 reasons to buy small caps in a recession
November 17, 2022 | Global Alpha Capital Management
We discuss historical performance of small caps in the 1970s, and why now is the time to increase exposure to small cap.
[...]
Keep calm and carry on
November 10, 2022 | Global Alpha Capital Management
We discuss recent events in the UK and impacts on the markets.
[...]
Are Semiconductors the new oil?
November 3, 2022 | Global Alpha Capital Management
We look at recent changes affecting the semiconductor industry, chip exports and wafer fabrication.
[...]
What goes up must come down or find its ground
October 27, 2022 | Global Alpha Capital Management
We highlight one commodity set to benefit from its role as the critical metal of the energy transition.
[...]
Demography & Destiny
October 20, 2022 | Global Alpha Capital Management
We discuss the influence demographics has on everything from politics to sociology to economic growth, and highlight two emerging market giants – China and India.
[...]
India: Our EM Queen
October 13, 2022 | Global Alpha Capital Management
India has been our best market for our Emerging Markets Small Cap Portfolio year-to-date and since inception. In this week’s commentary, we explore the main reasons for this outperformance and provide two stock [...]
Inflation is Fading Fast
October 6, 2022 | NS Partners
September was a deeply negative month for stocks globally, with EM declines led in large part by very poor sentiment in China.
[...]
Corporate succession planning
October 6, 2022 | Global Alpha Capital Management
We discuss CEO and senior management turnover and transition.
[...]
Recession risks down under
September 29, 2022 | Global Alpha Capital Management
We discuss why Australia could better weather a recession.
[...]
Is China approaching a turning point?
September 22, 2022 | NS Partners
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.
[...]
Always in style
September 22, 2022 | Global Alpha Capital Management
We are profiling Dentium (145720 KS), a Korean dental implant manufacturer, and one of the top holdings of our Emerging Markets strategy.
[...]
Warren Stoddart joins Chas Burkhart on the Global Investment Leaders podcast
September 22, 2022 | Connor, Clark & Lunn Financial Group
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.
[...]
A strong balance sheet the recipe to avoid capital loss
September 8, 2022 | Global Alpha Capital Management
We discuss an important item we look at before investing in any company: the strength of the balance sheet.
[...]