Our Affiliates

We discuss the importance of market research and the overall marketing expenditures in a context of an economic slowdown.

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 [...]

We discuss historical performance of small caps in the 1970s, and why now is the time to increase exposure to small cap.

We discuss recent events in the UK and impacts on the markets.

We look at recent changes affecting the semiconductor industry, chip exports and wafer fabrication.

We highlight one commodity set to benefit from its role as the critical metal of the energy transition.

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 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 [...]

September was a deeply negative month for stocks globally, with EM declines led in large part by very poor sentiment in China.

We discuss CEO and senior management turnover and transition.

We discuss why Australia could better weather a recession.

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.  

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.

We discuss an important item we look at before investing in any company: the strength of the balance sheet.