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.
Nos sociétés affiliées
Global Alpha fait partie du Groupe financier Connor, Clark & Lunn (Groupe financier CC&L), une société de gestion de placements dotée d’une structure multientreprise, dont les sociétés affiliées gèrent collectivement un actif financier d’environ d'environ 104 milliards de dollars.
Perspectives
En savoir plus
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.
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.
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.
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.
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.
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.
It’s all marketing
novembre 24, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss the importance of market research and the overall marketing expenditures in a context of an economic slowdown.
Small cap is back: 7 reasons to buy small caps in a recession
novembre 17, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss historical performance of small caps in the 1970s, and why now is the time to increase exposure to small cap.
Keep calm and carry on
novembre 10, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss recent events in the UK and impacts on the markets.
Are Semiconductors the new oil?
novembre 3, 2022 | Gestion d’actifs Global Alpha Ltée
We look at recent changes affecting the semiconductor industry, chip exports and wafer fabrication.
What goes up must come down or find its ground
octobre 27, 2022 | Gestion d’actifs Global Alpha Ltée
We highlight one commodity set to benefit from its role as the critical metal of the energy transition.
Demography & Destiny
octobre 20, 2022 | Gestion d’actifs Global Alpha Ltée
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: Our EM Queen
octobre 13, 2022 | Gestion d’actifs Global Alpha Ltée
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 examples that have been good investment cases.
Corporate succession planning
octobre 6, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss CEO and senior management turnover and transition.