Les actions mondiales, internationales et des marchés émergents à petite capitalisation, voilà notre spécialité et notre passion.
juin 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’.
juin 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.
juin 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.
juin 2, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss the growth opportunities in the Philippines, an undiscovered country with plenty of potential to unlock value.
mai 26, 2022 | Gestion d’actifs Global Alpha Ltée
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.
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
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
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.
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.
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.
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.
