Five ESG trends for 2026
January 15, 2026
Despite some recent pushbacks, ESG is here to stay and remains a critical lens for identifying material risks and long-term value in a changing world. Here are five key ESG trends shaping 2026.
Global Focus
We focus solely on building concentrated global, international, and emerging markets small cap portfolios.
Fundamental
Research
We conduct independent fundamental research to identify attractive investment opportunities in companies whose growth is unrecognized by the marketplace. We dedicate time to travel to each region and visit the companies we consider as attractive investment opportunities.
Investment
Themes
Our unique approach focuses on investment themes influencing world economies as opposed to geographic regions and industry sectors to determine the strategic direction of the portfolio. We aim to understand the thematic relevance to global investments and generate consistent returns for our clients over a long-term investment horizon, within a risk controlled low turnover approach.
Insights
Read More
2026: The year quality starts to matter again
December 18, 2025
Farewell 2025 tech bubble, hello quality-focused reset in 2026.
Addressing the myopia pandemic
December 11, 2025
Myopia rates are surging worldwide, especially among children and teens, but industry leaders are innovating solutions to improve access to vision correction worldwide.
Time to take out the trash – Why high ROE matters in the long run
December 4, 2025
Time and again, numbers show that high ROE stocks consistently outperform their lower-quality counterparts, even when speculative surges dominate for short periods.
Testing matters: Ensuring semiconductors can withstand the pressures of AI
November 27, 2025
As AI accelerates the complexity and value of semiconductors, robust testing has become essential for reliability and performance.
Game changers in Japan’s equity market
November 20, 2025
Japan’s equity market is experiencing a structural reset, marked by record-breaking foreign inflows and transformative reforms.
Global reindustrialization to lift Konecranes
November 13, 2025
Global reindustrialization, infrastructure renewal and port electrification are creating long-term demand for lifting and automation equipment. Explore how these secular trends could sustain growth for the Finnish lifting-equipment leader.
From super to secure: Australia’s push for guaranteed retirement income
November 6, 2025
Annuities, superannuation and regulatory shifts – what’s driving change in Australian retirement planning and what does it mean for investors and retirees?
Skipping the siesta: Spain is Europe’s star performer
October 30, 2025
Spain has emerged as Europe’s standout performer, driven by open borders, robust EU investment and record-breaking tourism.
Feeding hearts and portfolios: Growing protein trend is good for your health and investments
October 23, 2025
Salmon, renowned for its omega-3s and complete protein profile, is driving consumer demand and reshaping portfolios.
From traditional to leading edge: China’s pharmaceutical industry revolution
October 16, 2025
China’s pharmaceutical sector is rapidly evolving from a generics powerhouse to a global leader in drug innovation.
Updates from Brazil and Mexico: Rates, politics and trading
October 2, 2025
Insights into the approaching Brazil 2026 elections and the implications of Mexico’s tariffs and the USMCA review.
Grit, wheels and wisdom: Why team endurance wins in investing
September 25, 2025
It takes a cohesive group of skilled team members who trust and count on each other to successfully navigate volatile times in any environment.
Quakeproof: Japan’s century companies outlast economic and political shifts
September 18, 2025
Our recent visit to Japan gave us firsthand insight into current market sentiments and taught us how Japan’s century-old companies were built to last.
The SDG mirage: How to spot real sustainable outcomes vs marketing spin?
September 11, 2025
With global sustainable fund assets reaching USD3.5 trillion, it’s crucial to apply a critical lens to assess credibility and identify genuine contributions to the UN SDGs. How to tell real sustainability from creative marketing.
For additional information on Global Alpha Capital Management Ltd., please contact:
Jean-Philippe Lemay
Managing Director,
Head of Institutional Sales,
Global
Eric Hasenauer
Senior Vice President,
Co-Head of Institutional Sales,
USA
John Ricketts
Senior Vice President,
Co-Head of Institutional Sales,
USA
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Global Alpha Capital Mangement Ltd (Global Alpha) website may contain hyperlinks to websites operated by parties other than Global Alpha. Such hyperlinks are provided for your reference only. Global Alpha does not control such websites and is not responsible for their contents. The inclusion by Global Alpha of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
Global Alpha Capital Management Ltd.
December 20th, 2021