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Image of NS Partners Logo

Our affiliates

NS Partners Ltd. is part of Connor, Clark & Lunn Financial Group, an independently owned multi-boutique asset management firm whose affiliates are collectively responsible for over $222 billion in assets under management on behalf of institutional, private, and retail clients.

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Insights

Seoul City at Sunset and han river South Korea.

AI reflexivity and EM rotation

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.

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For additional information on NS Partners Ltd, please contact:

Jean-Philippe-Lemay, CC&L FG [504x504_03]

Jean-Philippe Lemay

Managing Director,
Head of Institutional Sales, Global

 Tel: 1 (438) 944-9136
Eric Hasenauer.

Eric Hasenauer

Senior Vice President,
Co-Head of Institutional Sales, USA

 Tel: 1 (917) 945-0960

John Ricketts

Senior Vice President,
Co-Head of Institutional Sales, USA

 Tel: 1 (203) 615-4847
Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales, Europe

 Tel: 44 (0) 203 535 8107
Photo of Michael Mortimore

Michael Mortimore

Client Relationship
Manager

 Tel: 44 20 3535 8124

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.

NS Partners Ltd.
December 6, 2021

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