Alternative Energy Update
février 3, 2022 |
The last time we wrote about renewable energy was in February 2021, right after the deep freeze in t…
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UK money trends arguing for MPC inaction
février 2, 2022 | NS Partners
The “monetarist” view is that central banks should conduct policy with the aim of stabilising growth…
Outdoor Recreation Trends & Dometic
janvier 27, 2022 |
In this week’s commentary, we discuss the outdoor living and leisure products sector, specifically r…
Forecast – 2022
janvier 24, 2022 | Gestion de placements CC&L, Gestion de placements CC&L
Forecast is CC&L’s annual market forecast for the year ahead.…
Don’t exaggerate UK labour market « strength »
janvier 21, 2022 | NS Partners, NS Partners
The UK labour market has recovered impressively but isn’t at risk of “overheating”, as claimed by ec…
IOU
janvier 20, 2022 |
In this week’s commentary, we discuss the Buy Now, Pay Later industry, noting its business model, gr…
Has the Fed called the top in growth…
janvier 19, 2022 |
Recent US economic news has surprised negatively when properly weighted for significance. The Atlant…
Resolutions
janvier 13, 2022 |
In this week’s commentary, we discuss the debt industry by noting consumer spending habits since the…
Outlook – December 2021
décembre 21, 2021 |
The path towards a post-pandemic new normal has stalled more recently as renewed lockdowns in Europe…
Role of banks during the pandemic and recovery
décembre 15, 2021 | Gestion d’actifs Global Alpha Ltée
In this week’s commentary, we discuss the role of banks during the Covid-19 pandemic and the economi…
Choosing circles over lines
décembre 8, 2021 |
In this week’s commentary, we discuss the consumer discretionary sector and the impact it is having …
Themes & Memes
décembre 2, 2021 |
In this week’s commentary, we discuss the structural theme of formalization of economies in emerging…
Real Estate in Emerging Markets
novembre 24, 2021 | Gestion d’actifs Global Alpha Ltée, Gestion d’actifs Global Alpha Ltée, Gestion d’actifs Global Alpha Ltée, Gestion d’actifs Global Alpha Ltée, Gestion d’actifs Global Alpha Ltée, Gestion d’actifs Global Alpha Ltée, Gestion d’actifs Global Alpha Ltée, Gestion d’actifs Global Alpha Ltée
In this week’s commentary, we discuss secular trends in emerging markets by noting companies that ar…
The modern workplace in a not so remote…
novembre 17, 2021 |
In this week’s commentary, we discuss the impact the COVID-19 pandemic has had on how employers and …
Outlook – November 2021
novembre 10, 2021 | Gestion de placements CC&L
Central banks have signaled an intention to pull back on policy support, as inflation looks to be su…
In the news.
Crestpoint Acquires 2.8 Million SF Amazon Distribution Centre
Crestpoint Real Estate Investments Ltd. today announced the acquisition of 222 CitiGate Drive, a 2.8…
Connor, Clark & Lunn Infrastructure announces investment in Landmark Student Transportation
CC&L Infrastructure today announced the acquisition of a majority interest in Landmark Student Trans…
Connor, Clark & Lunn Infrastructure announces commencement of operations and closing of US$87 million debt financing for 200 MW Riverstart Solar Project
CC&L Infrastructure is pleased to announce the completion of construction at its 200 megawatt (MW) R…
Connor, Clark & Lunn Infrastructure and Alpenglow expand North American rail business through acquisition of Orange Rail
CC&L Infrastructure and its partner, Alpenglow Rail announced the acquisition of Orange Rail, a rece…
Banyan Capital Partners annonce un investissement dans l’entreprise Innovative Surface Solutions.
Banyan Capital Partners (« Banyan »), une des principales sociétés canadiennes de capital-investisse…
