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 $142 billion in assets under management on behalf of institutional, private, and retail clients.
In this month’s commentary we go under the hood of the recent rally in EM equities, and cover Mexico’s controversial judicial elections and their impact on the country’s institutional quality.
This month’s commentary examines how the violent surge in the Taiwan dollar in early May could signal the start of a broader shift in global capital that could have big implications for which markets out- or underperform going forward.