
ESG Themes for 2023
February 2, 2023 | Global Alpha Capital Management
For this week’s commentary, we take a look at green CAPEX, including benefits and relevance.
Latest Commentary
Latest Commentary
February 2, 2023 | Global Alpha Capital Management
For this week’s commentary, we take a look at green CAPEX, including benefits and relevance.
January 19, 2023 | Global Alpha Capital Management
We shine a light on emerging market small caps, looking at the characteristics and make up of this often misunderstood asset class.
January 12, 2023 | Global Alpha Capital Management
We examine what happened in the European energy sector in 2022 and look ahead to 2023.
December 22, 2022 | Global Alpha Capital Management
In this commentary, we look ahead to investment considerations in 2023, including resilience, strong balance sheets, and positive industry trends.
December 15, 2022 | Global Alpha Capital Management
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.
December 8, 2022 | Global Alpha Capital Management
We look ahead to 2023, focusing on what we expect to see in the U.S. economy.
December 1, 2022 | Global Alpha Capital Management
We examine factors contributing to Japan’s projected growth in the coming year.
November 24, 2022 | Global Alpha Capital Management
We discuss the importance of market research and the overall marketing expenditures in a context of an economic slowdown.
November 17, 2022 | Global Alpha Capital Management
We discuss historical performance of small caps in the 1970s, and why now is the time to increase exposure to small cap.
November 10, 2022 | Global Alpha Capital Management
We discuss recent events in the UK and impacts on the markets.
November 3, 2022 | Global Alpha Capital Management
We look at recent changes affecting the semiconductor industry, chip exports and wafer fabrication.
October 27, 2022 | Global Alpha Capital Management
We highlight one commodity set to benefit from its role as the critical metal of the energy transition.
October 20, 2022 | Global Alpha Capital Management
We discuss the influence demographics has on everything from politics to sociology to economic growth, and highlight two emerging market giants – China and India.
October 13, 2022 | Global Alpha Capital Management
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.
October 6, 2022 | Global Alpha Capital Management
We discuss CEO and senior management turnover and transition.