Quality by first principles in EM
December 17, 2025
Agility within an investment process is key in navigating inevitable style regime rotation.
Experienced
Welcome to NS Partners
We are an independent investment management firm specializing in
actively managed global, developed and emerging equity market portfolios.
We are focused on achieving outstanding performance while providing exceptional service
to our clients.
Money Moves
Markets
Combination of liquidity analysis, economic value-added
stock selection, and behavioural finance insights the foundation of long term investment success.
Our Team
Our strong team culture with peer group discussion and review is an
integral part of our investment process. Attracting and retaining talented
investment managers is critical to our ability to generate superior
long-term returns.
16 person team
Private ownership attracts, motivates and fosters talent
Legal and Compliance:
Insights
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UK inflation: another favourable surprise
December 17, 2025
November CPI numbers support “monetarist” optimism, with an undershoot now on the horizon.
Defiant Fed forecasts
December 11, 2025
The Fed’s economic forecasts continue to suggest that the window for easing will close in early 2026, based on a model of its historical behaviour.
Slowdown signals
December 9, 2025
Global manufacturing PMI new orders weakened on schedule but money trends currently suggest a limited decline.
Eurozone money update: disappointing response
December 3, 2025
Monetary trends suggest that interest rates remain above a “neutral” level.
Global money update: EM strength
November 27, 2025
Global money trends suggest that major economic weakness will be deferred until later in 2026.
UK inflation: “monetarist” optimism on track
November 19, 2025
Inflation is realigning with lagged money trends as policy distortions fade.
Chinese money update: lacklustre outlook
November 14, 2025
October money / credit numbers were mixed, suggesting a continuation of sluggish economic growth.
Flows before pros?
November 10, 2025
Structural liquidity and investor flows are reshaping market dynamics and asset prices in emerging markets.
Manufacturing roll-over?
November 6, 2025
The forecast of an inflection weaker in global manufacturing PMI new orders is supported by the “internals” of the latest survey.
Global money update: slowdown on pause
October 29, 2025
Global six-month real narrow money momentum recovered for a second month in September, though remains below a March peak.
Eurozone money update: sluggish as she goes
October 28, 2025
Monetary trends continue to cast doubt on economic optimism.
Are global monetary “buffers” exhausted?
October 21, 2025
A modified “monetarist” approach suggests that money stocks are no longer exerting an upward pull on nominal GDP and asset prices.
Rallying EM equities led by re-rating potential in perennially cheap South Korean equities
October 17, 2025
Large caps lead EM higher, and South Korea’s Value-Up is still in play.
Chinese money update: steady as she goes
October 17, 2025
Chinese money trends suggest a continuation of sluggish economic growth and a supportive liquidity environment for markets.
Connor, Clark & Lunn
Financial Group Ltd.
NS Partners is an affiliate of Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), one of the largest private, independently held asset management firms in Canada. Together, we provide a broad range of distinct and independently managed traditional and alternative investment products and services to investors through a diverse family of affiliates.
For additional information on NS Partners Ltd, please contact:
![Jean-Philippe-Lemay, CC&L FG [504x504_03]](https://ns-partners.cclgroup.com/wp-content/uploads/sites/3/2025/06/FG_-Jean-Philippe-Lemay_504x504_03.jpg)
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 NS Parters Ltd. (NS Partners) website may contain hyperlinks to websites operated by parties other than NS Partners. Such hyperlinks are provided for your reference only. NS Partners does not control such websites and is not responsible for their contents. The inclusion by NS Partners 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.
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NS Partners Ltd.
December 6th, 2021