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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’.
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.
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.
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.
May 31, 2022 | Global Alpha Capital Management
Recent UK monetary trends are consistent with a medium-term return of inflation to target, implying that the Bank of England should hold policy even though current inflationary pressures will be slow to fade and the consensus will claim that it is “behind the curve”. The alternative would be to exacerbate a severe squeeze on real money balances that – on the view here – already guarantees a GDP recession. Satisfactory inflation performance in the five years before the pandemic was […]
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 long-term prospects of the video game industry.
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.
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.
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.
April 28, 2022 | Global Alpha Capital Management
We discuss the impact higher input prices are having on household sentiment, consumer behavior, and the service economy.
April 21, 2022 | Global Alpha Capital Management
In this week’s commentary, we discuss the old school industries giving the term FANG a new meaning. In 2013, the investment world was introduced to the term FANG by CNBC’s Mad Money host. Of course, we all know the tech giants represented by this acronym: Facebook, Amazon, Netflix, and Google.
April 14, 2022 | Global Alpha Capital Management
In this week’s commentary we predict that a 2% inflation goal in the U.S. is not achievable for many years to come.
April 7, 2022 | Global Alpha Capital Management
In this week’s commentary we discuss market reaction over the ongoing presidential election in France and provide an update on three of our French holdings.
March 31, 2022 | Global Alpha Capital Management
Mobility is essential to our daily life and economic growth, yet moving people or goods from place to place has a great impact on the environment. In this week’s commentary we discuss the road to sustainable mobility.
March 24, 2022 | Global Alpha Capital Management
In honour of World Water Day which took place on March 22, we discuss water scarcity and two companies we have exposure to in the water management sector.
We are committed to building strong and vibrant communities by supporting causes that are important to our clients, employees, partners, and stakeholders.
We believe that our success as individuals and as a company depends on the health of the communities in which we live and do business. Our commitment not only involves financial support, but also by participating and playing significant leadership roles in several not-for-profit organizations, foundations, and charities.
Global Alpha works on more than just delivering excellent returns to our investors, but also gives back substantially to our community. To date. we’ve contributed $700,000 to community causes.
For over two decades, the Connor, Clark & Lunn Foundation has enriched local communities by creating opportunities for philanthropy and volunteerism.
Global Alpha is an affiliate of Connor Clark & Lunn Financial Group Ltd., one of the largest private, independently owned asset management firms in Canada. Together, we provide a broad range of distinct and independently managed traditional and alternative investment products and services to investors through a diverse family of affiliates.
