We are focused on achieving outstanding performance while providing exceptional service
to our clients.
March 16, 2026
The Iran conflict highlights how navigating macro shocks is the key to investment success in emerging markets investing. In times of high uncertainty and volatility, it pays to be both disciplined and nimble, recalibrating beliefs and tweaking exposure as the data changes.
March 13, 2026
Energy supply disruption is occurring with key economic cycles in time windows for weakness.
March 11, 2026
A rise in the US ISM manufacturing new orders index was expected to be short-lived even before the outbreak of Gulf War III.
March 4, 2026
A recent pick-up in commercial bank loan growth is unlikely to be a positive signal for economic prospects.
February 25, 2026
Global six-month real narrow money momentum is estimated to have rebounded from a sharp December fall to reach a new high in January.
February 20, 2026
The historical Fed would be shifting to a tightening bias in response to recent economic news.
February 19, 2026
Investors question whether Tencent’s gaming dominance will persist in the face of AI disruption, while trade realignment creates both risks and opportunities for EM investors.
February 11, 2026
The Fed’s Public Affairs office has confirmed that a large rise in demand deposits in late 2025 reflected a reporting change.
February 6, 2026
Recent market turbulence could reflect an adverse shift in “excess” money conditions.
February 3, 2026
An expected PMI pick-up is under way but money trends suggest another relapse from Q2.
January 30, 2026
Eurozone and UK money trends have shown disappointingly small responses to policy easing.
January 28, 2026
Benefits and Pensions Monitor recently interviewed Michael for perspective on how the current US administration’s policies are affecting global markets.
January 28, 2026
US narrow money is growing slowly, casting doubt on expectations of economic strength.
January 20, 2026
Early numbers suggest that global six-month real narrow money momentum fell back sharply in December.
January 16, 2026
The share of money holdings in household financial wealth is near the bottom of its range since the mid-2000s, with equity exposure at a post-WW2 record.
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)
Managing Director,
Head of Institutional Sales, Global
Senior Vice President,
Co-Head of Institutional Sales, USA
Senior Vice President,
Co-Head of Institutional Sales, USA
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