We are focused on achieving outstanding performance while providing exceptional service
to our clients.
April 20, 2026
Navigating market shocks successfully requires a nimble and repeatable process that helps you learn fast, stay disciplined and keep portfolio risk aligned with conviction.
April 8, 2026
Global monetary trends were supportive pre-shock but an inflation squeeze on real growth is now likely, reinforcing a cautionary message from cycle analysis.
March 26, 2026
Monetary trends suggest that US economic prospects were improving relative to the Eurozone before the Gulf War III energy shock.
March 25, 2026
The Gulf War III mortgage rate shock may be the trigger for the long-term housing cycle to enter its “bust” phase.
March 24, 2026
Hawkish officials are fighting the last war, fearing a repeat of the 2022 inflation upsurge despite much weaker money growth.
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.
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
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.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.
