
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.
Dernier Commentaire
Dernier Commentaire
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.
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.
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.
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.
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.
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.
décembre 1, 2022 | Gestion d’actifs Global Alpha Ltée
We examine factors contributing to Japan’s projected growth in the coming year.
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.
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.
novembre 10, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss recent events in the UK and impacts on the markets.
novembre 3, 2022 | Gestion d’actifs Global Alpha Ltée
We look at recent changes affecting the semiconductor industry, chip exports and wafer fabrication.
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.
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.
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.
octobre 6, 2022 | Gestion d’actifs Global Alpha Ltée
We discuss CEO and senior management turnover and transition.