Brazilian Blackjack revisited
August 20, 2025
Running count improves as low cards exit the deck.
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.
17 person team
Private ownership attracts, motivates and fosters talent
Legal and Compliance:
Insights
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Why inflation pessimism is premature
August 13, 2025
The monetary conditions for a second inflation rise into the Kondratyev peak have yet to fall into place.
Is Eurozone labour market resilience about to crumble?
August 8, 2025
Weakening job openings suggest that a negative economic scenario is starting to crystallise.
Global money update: US relative strength
July 31, 2025
US six-month real narrow money momentum recovered in June, in contrast to a further slowdown in the Eurozone and outright weakness in Japan / the UK.
UK money update: misleading M4ex
July 30, 2025
Moderate growth of the Bank of England’s M4ex measure conceals weak corporate / household money trends.
Eurozone money update: further softening
July 25, 2025
June money numbers cast doubt on ECB President Lagarde’s assertion that policy-makers are “in a good place”.
Value-Up trade revived in South Korea as President Lee takes power
July 21, 2025
In this month’s commentary we cover the surge in South Korean equities fuelled by recently elected President Lee’s embrace of governance reform.
EM money update: India hotting up
July 18, 2025
Six-month real narrow money momentum remains stronger in the E7 than G7, with India a new source of strength and China stabilising after a pull-back.
Why has UK money growth slumped?
July 11, 2025
Monetary weakness may partly reflect temporary factors but also signals an overrestrictive policy stance.
A “monetarist” perspective on current equity markets
July 9, 2025
Global six-month real narrow money momentum fell sharply between March and May, suggesting economic weakness from late 2025.
International Equity Strategy Commentary
June 30, 2025
Strategy Commentary for Q1 2024 on the International Equity Strategy
Global Emerging Markets Equity Strategy Commentary
June 30, 2025
Strategy Commentary for Q1 2024 on the Global Emerging Markets Equity Strategy
Quarterly Liquidity Insight
June 30, 2025
Q1 2024 Quarterly Market Liquidity for Emerging Markets
Hong Kong’s US dollar overhang
June 24, 2025
Demand for US dollar deposits may be starting to wane, contributing to weakness in local rates and upward pressure on the RMB.
Chinese money update: losing momentum
June 17, 2025
Chinese monetary trends suggest a continuation of lacklustre economic growth with negligible inflation.
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
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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