Les actions mondiales, internationales et des marchés émergents à petite capitalisation, voilà notre spécialité et notre passion.
mai 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.
mai 12, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss factors contributing to what some experts in the U.S. are calling the tightest labour market in 70 years.
mai 5, 2022 | Gestion d’actifs Global Alpha Ltée
In this week’s commentary we discuss low inflation in Japan.
When most countries are wrestling with rising inflation, Japan is the outlier.
avril 28, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss the impact higher input prices are having on household sentiment, consumer behavior, and the service economy.
avril 21, 2022 | Gestion d’actifs Global Alpha Ltée
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.
avril 14, 2022 | Gestion d’actifs Global Alpha Ltée
In this week’s commentary we predict that a 2% inflation goal in the U.S. is not achievable for many years to come.
avril 7, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss market reaction over the ongoing presidential election in France and provide an update on three of our French holdings.
mars 31, 2022 | Gestion d’actifs Global Alpha Ltée
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.
mars 24, 2022 | Gestion d’actifs Global Alpha Ltée
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.
mars 17, 2022 | Gestion d’actifs Global Alpha Ltée
In this week’s commentary, we discuss the rise of digital banking in emerging markets and how our holding Banco Regional is looking to leverage opportunities in this space.
mars 10, 2022 | Gestion d’actifs Global Alpha Ltée
Over the past year, the Chinese economy has undergone changes aimed at stabilizing the long-term sustainability of its economy.
mars 3, 2022 | Gestion d’actifs Global Alpha Ltée
In this week’s commentary we discuss the end of Australia’s streak as the longest period of economic growth in modern history, as well as our exposure to names in the Australian services industry.
février 28, 2022 | Gestion d’actifs Global Alpha Ltée
In this special commentary we share our analysis of the impacts the current situation in Ukraine will have on financial markets and our portfolios.
février 24, 2022 | Gestion d’actifs Global Alpha Ltée
In this week’s commentary we discuss the energy transition to renewables as a secular trend.
février 23, 2022 | Gestion d’actifs Global Alpha Ltée
In this week’s commentary we discuss the rise of the metaverse and the emerging investment opportunities.
Global Alpha est une société affiliée au Groupe financier Connor Clark & Lunn Ltée, la plus importante société indépendante de gestion d’actifs d’intérêt privé au Canada. Ensemble, nous offrons une vaste gamme de produits et de services de placement traditionnels et non traditionnels distincts et gérés de façon indépendante aux investisseurs par l’entremise des membres du groupe CC&L.
