August 18, 2026
The AI bulls are tested by a huge momentum unwind through July despite fundamentals accelerating. Meanwhile, there are signs that the rally in emerging markets is starting to broaden out despite a challenging macro backdrop.
August 13, 2026
Money trends signalled better H1 economic growth but now suggest renewed weakness.
August 7, 2026
US monetary acceleration has tempered an earlier signal of a H2 global economic slowdown.
July 31, 2026
India has fallen out of favour with emerging market investors as attention has shifted to North Asian technology stocks.
July 29, 2026
Monetary buoyancy puts Fed Chair Warsh in a bind.
July 28, 2026
Monetary trends suggest that recent PMI improvement will prove temporary.
July 22, 2026
Reassessing China’s risk for EM investors.
July 22, 2026
References to money trends in Fed and Bank of England reports represent tokenism, with no implications for policy.
July 20, 2026
Reassessing China’s risk for EM investors.
July 9, 2026
The BoJ’s bond disposals are crushing money growth, threatening a return to deflation.
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.
June 30, 2026
Strategy Commentary for Q1 2024 on the International Equity Strategy
June 30, 2026
Strategy Commentary for Q1 2024 on the Global Emerging Markets Equity Strategy
June 30, 2026
Q1 2024 Quarterly Market Liquidity for Emerging Markets
June 25, 2026
The “excess” money backdrop for markets has become less favourable, with mixed prospects for H2.
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![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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