
CC&L Responsible Investing Update – 2023
September 21, 2023 | CC&L Investment Management
Please click on this link to see our most recent annual Responsible Investing (RI) Update.
Latest Insight
CC&L Responsible Investing Update – 2023
CC&L Responsible Investing Update – 2023
CC&L Responsible Investing Update – 2023
Since 1982, our strong, stable team of investment professionals has been providing investment management services to institutional clients. We manage a broad range of investment solutions that span traditional asset classes, such as Canadian and foreign equities and fixed income and balanced, as well as alternative strategies, such as portable alpha, market neutral and absolute return strategies.
Using our extensive in-house research capabilities, our experienced investment teams are able to select the best opportunities for investment.
September 21, 2023 | CC&L Investment Management
Please click on this link to see our most recent annual Responsible Investing (RI) Update.
September 14, 2023 | CC&L Investment Management
Exploring the stealthy rise of US deficits and the quiet shift in fiscal policy amid economic gains.
August 9, 2023 | CC&L Investment Management
Navigating August’s market: Resilient assets, easing inflation and potential growth resurgence?
July 12, 2023 | CC&L Investment Management
Are interest rates sufficiently high given the housing market’s resilience?
June 15, 2023 | CC&L Investment Management
Economic resilience has given way to some optimism in equity markets, but under the hood, markets appear more fragile.
May 11, 2023 | CC&L Investment Management
While the BoC paused rate hikes, other central banks raised them. What could this mean for Canada?
April 20, 2023 | CC&L Investment Management
Our insights on bank failures and tightening lending standards and how rate hikes impact markets.
April 11, 2023 | CC&L Investment Management
On International Women’s Day, we hosted a panel discussion focused on our Women in Leadership (WiL) initiative that aims to tackle issues contributing to gender imbalances in the workplace.
March 15, 2023 | CC&L Investment Management
The recent market cycle can be characterized by numerous unusual aspects. Many of these relate to being in a highly inflationary environment for the first time in more than 40 years, a climate that predates the majority of today’s market participants. This month’s Outlook highlights some of the effects of inflation that are offering perplexing signals as investors navigate through this inflationary environment.
February 23, 2023 | CC&L Investment Management
We recently published our 2023 Financial Markets Forecast, which presents a comprehensive review of our investment thinking for the year to come. Therefore, as in years past, we devote the February edition of Outlook to providing an annual update on organizational developments at Connor, Clark & Lunn Investment Management (CC&L). The one overriding mission for our firm is to ensure that we put the necessary amount of time, energy and resources into managing mandates and meeting the performance objectives of our clients, accompanied by industry-leading standard of service. In this edition of Outlook, we provide an update on our business and our commitment to reinvesting in the company to ensure future success both for our clients and the organization.
January 23, 2023 | CC&L Investment Management
This year’s Forecast looks at the secular themes that underpin our outlook, and then considers the shorter-term cyclical factors influencing the outlook for the economy, inflation, and monetary policy. We examine market valuations and taking into account all these factors, we set the framework for our portfolio strategy. Throughout the next year, updates to our Forecast will be highlighted in our monthly newsletter – Outlook.
December 14, 2022 | CC&L Investment Management
The nearterm economic deterioration fable for Canada has been well told. Canada’s citizenry is engaged in a love affair with real estate. Not needing, yet still benefiting from the global drop to near-zero interest rates we embraced home ownership, taking on massive mortgage debt to pay for increasingly expensive homes.
December 12, 2022 | CC&L Investment Management
We discuss the approach to delivering returns from fixed income by using alternative tools.
November 10, 2022 | CC&L Investment Management
The global economy is heading for a slowdown in economic activity. Central banks, after having pushed through a series of rapid increases in policy rates, have begun to slow down the pace of rate hikes. The Bank of Canada, a global leader in policy tightening, put forward a smaller than expected rate hike late in the month, which was especially noted. This had asset markets closing the month higher. Against this backdrop, we ask whether it now time to dive back into risk assets. We think that it is still too early.
October 13, 2022 | CC&L Investment Management
Financial market volatility picked up in September as a result of diminished liquidity globally, which can set the stage for unexpected shocks. In September, the BoE came to the aid of the UK government bond market amid financial instability due to a sharp rise in gilt yields. This had ripple effects through UK pension funds and triggered selling in an already difficult market. It is evident there is a distinction between risks related to financial instability and day-to-day financial volatility, and when policymakers may step in with support. With inflation above target, and absent financial stability concerns, we believe they will remain resolute in their battle. We are watchful over unforeseen instability, but focused on the fundamental outlook.
September 21, 2023 | CC&L Investment Management
Please click on this link to see our most recent annual Responsible Investing (RI) Update.
September 14, 2023 | CC&L Investment Management
Exploring the stealthy rise of US deficits and the quiet shift in fiscal policy amid economic gains.
August 9, 2023 | CC&L Investment Management
Navigating August’s market: Resilient assets, easing inflation and potential growth resurgence?
July 12, 2023 | CC&L Investment Management
Are interest rates sufficiently high given the housing market’s resilience?
June 15, 2023 | CC&L Investment Management
Economic resilience has given way to some optimism in equity markets, but under the hood, markets appear more fragile.