Navigating financials: investing in banks with a difference
mars 30, 2023 | Gestion d’actifs Global Alpha Ltée
We seek to invest in quality assets with strong balance sheets, operational excellence and competitive advantages.
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Emerging markets, a consumer powerhouse
mars 23, 2023 | Gestion d’actifs Global Alpha Ltée
We share why emerging markets are some of the world’s primary drivers of economic growth and wealth building based on their populations.
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Almost in full bloom
mars 16, 2023 | Gestion d’actifs Global Alpha Ltée
After attending conferences in Japan, we examine the state of the Japanese economy after recent policy decisions.
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The battle against inflation
mars 9, 2023 | Gestion d’actifs Global Alpha Ltée
We take a deeper look at the economic environment in 2023 and how we are positioned to combat inflation.
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Things are looking up
mars 2, 2023 | Gestion d’actifs Global Alpha Ltée
We discuss our observations following the strong improvements to Europe’s economic outlook.
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A trash rally: Guess who’s back?
février 23, 2023 | Gestion d’actifs Global Alpha Ltée
We discuss the meme stock frenzy and growth opportunities for investors.
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A new kettle of fish
février 16, 2023 | Gestion d’actifs Global Alpha Ltée
We discuss a new addition to the portfolio, and the latest developments in the salmon farming industry.
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Nuclear Renaissance
février 9, 2023 | Gestion d’actifs Global Alpha Ltée
We look at shifting tides in energy policy and what it means for the global nuclear energy industry.
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ESG Themes for 2023
février 2, 2023 | Gestion d’actifs Global Alpha Ltée
For this week’s commentary, we take a look at green CAPEX, including benefits and relevance.
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What’s the deal with EM small cap
janvier 19, 2023 | Gestion d’actifs Global Alpha Ltée
We shine a light on emerging market small caps, looking at the characteristics and make up of this often misunderstood asset class.
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Drilling into European oil & gas
janvier 12, 2023 | Gestion d’actifs Global Alpha Ltée
We examine what happened in the European energy sector in 2022 and look ahead to 2023.
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Strong and steady for 2023
décembre 22, 2022 | Gestion d’actifs Global Alpha Ltée
We look ahead to investment considerations in 2023, including resilience, strong balance sheets, and positive industry trends.
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Regional Spotlight: Taiwan
décembre 15, 2022 | Gestion d’actifs Global Alpha Ltée
Our team recently traveled to Taiwan to meet with companies in a range of sectors. We discuss their findings and thoughts on the island nation.
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Our thoughts for 2023
décembre 8, 2022 | Gestion d’actifs Global Alpha Ltée
We look ahead to 2023, focusing on what we expect to see in the U.S. economy.
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Time to visit Japan
décembre 1, 2022 | Gestion d’actifs Global Alpha Ltée
We examine factors contributing to Japan’s projected growth in the coming year.
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