More UK stop-go
August 13, 2026
Money trends signalled better H1 economic growth but now suggest renewed weakness.
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.
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stock selection, and behavioural finance insights the foundation of long term investment success.
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Global money update: US lift
August 7, 2026
US monetary acceleration has tempered an earlier signal of a H2 global economic slowdown.
Taking stock of EM performance
July 31, 2026
India has fallen out of favour with emerging market investors as attention has shifted to North Asian technology stocks.
US money update: further acceleration
July 29, 2026
Monetary buoyancy puts Fed Chair Warsh in a bind.
Eurozone money update: signal still downbeat
July 28, 2026
Monetary trends suggest that recent PMI improvement will prove temporary.
China beyond the headlines
July 22, 2026
Reassessing China’s risk for EM investors.
A cynical view of central bank money-speak
July 22, 2026
References to money trends in Fed and Bank of England reports represent tokenism, with no implications for policy.
BPM speaks with Michael Mortimore about China’s challenges and opportunities
July 20, 2026
Reassessing China’s risk for EM investors.
Japan’s QT disaster
July 9, 2026
The BoJ’s bond disposals are crushing money growth, threatening a return to deflation.
A “monetarist” perspective on current equity markets
July 2, 2026
The monetary backdrop for markets has become less favourable, while a pick-up in US money growth suggests rising medium-term inflation risks.
International Equity Strategy Commentary
June 30, 2026
Strategy Commentary for Q1 2024 on the International Equity Strategy
Global Emerging Markets Equity Strategy Commentary
June 30, 2026
Strategy Commentary for Q1 2024 on the Global Emerging Markets Equity Strategy
Quarterly Liquidity Insight
June 30, 2026
Q1 2024 Quarterly Market Liquidity for Emerging Markets
Are equities stalling?
June 25, 2026
The “excess” money backdrop for markets has become less favourable, with mixed prospects for H2.
Semiconductor lollapalooza stumbles
June 17, 2026
Semiconductors wobble as macro risk, momentum, leverage and crowding collide.
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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NS Partners Ltd.
December 6, 2021