Insights

Artificial intelligence is driving one of the most capital‑intensive investment cycles in technology history. As spending accelerates, investors face a more nuanced question: how does rising capital intensity reshape the economics of growth?

Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.

Sunil Reddy, Lead Portfolio Manager and Head of Fiera Apex Growth Equities reviews key themes that shaped growth equity markets in Q1 2026 and what the team sees on the horizon.

The first quarter ended on a subdued note. Investor sentiment retreated as the US-Iran conflict fanned the flames of geopolitical turmoil across the globe and sparked wild swings across financial markets.

The Core Plus strategy has now surpassed its four-year track record and grown to over $1 billion in assets.

As the financial position of defined benefit pension plans improves, group annuity purchases play a key role in risk management strategies.

Our latest publication explores why the mid‑market is emerging as a powerful source of opportunity in infrastructure investing and how Fiera Infrastructure approaches the mid‑market with an emphasis on diversification, active ownership and long‑term asset stewardship.

Investor sentiment was generally stable in February – despite a plethora of headlines that plagued the marketplace last month.

Join Bruno Guilmette, Global Head of Infrastructure at Fiera Capital, for a focused discussion on how resilient infrastructure portfolios are built and managed through changing market conditions.

In our latest report, Michael Le Coche, Vice President, Research and Predictive Analytics, delivers a clear and insightful analysis of Canada’s economic momentum, labour market shifts, and real estate performance through the end of 2025.

Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.