April 22, 2025 | NS Partners
This month’s commentary considers how America-First trade policy has exposed US money and credit imbalances, and how this may signal the beginning of a new regime in global financial markets.
April 17, 2025 | NS Partners
Current events are reminiscent of the same stage of the last 54-year Kondratyev cycle.
April 15, 2025 | NS Partners
Monetary trends suggest that China’s economy is better placed to withstand tariff damage than Japan’s.
April 2, 2025 | NS Partners
A promising recovery in global money growth may be insufficient to offset lagged effects of prior tightness and the US trade policy shock.
March 26, 2025 | NS Partners
The Fed’s economic forecasts are inconsistent with the suggestion of a 50 bp cut in rates by year-end, according to a model of its historical behaviour.
March 21, 2025 | NS Partners
The economy and markets no longer enjoy support from an excess stock of money.
March 20, 2025 | NS Partners
This month’s commentary covers Trump trades going in reverse, along with our research trip in Malaysia.
March 20, 2025 | NS Partners
A fall in private sector postings pushed single-month vacancies further below the pre-pandemic level.
March 14, 2025 | NS Partners
Japanese inflation isn’t back and money trends suggest a coming major undershoot.
March 13, 2025 | NS Partners
Recent outperformance of non-US equity markets may be a signal of the end of the bull market rather than a harbinger of broadening strength.
March 7, 2025 | NS Partners
Recent policy upheavals may eventually prove inflationary but near-term risks are judged to remain on the downside.
March 4, 2025 | NS Partners
The US policy shock calls into question the previous baseline scenario of modest and temporary deceleration.
February 28, 2025 | NS Partners
The US may suffer greater economic damage from tariff hikes than China / the EU.
February 27, 2025 | NS Partners
January money numbers suggest that US policy chaos is damaging economic prospects.
February 19, 2025 | NS Partners
Chinese money growth has normalised while the MSCI China index remains on a steep valuation discount despite recent outperformance.
For additional information on NS Partners Ltd, please contact:
Senior Vice President,
Head of Institutional Sales, Canada
Senior Vice President,
Co-Head of Institutional Sales, USA,
Senior Vice President,
Co-Head of Institutional Sales, USA
Chief Compliance Officer
& Head of Client Service
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.
