Insights

In our latest report, Michael Le Coche, Vice President, Research and Predictive Analytics, identifies key trends shaping Canada’s real estate landscape today, and where the most compelling opportunities in Canadian real estate lie for investors seeking income durability with inflation protection.

The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.

Click the link below to watch an interview with Candice Bangsund and Emerson Savage, as they explore the economic outlook and implications for financial markets and investor portfolios. 

In the current new regime, Canadian real estate is no longer just a yield play. It is a strategic “shield.” A repricing mechanism. A scarce store of value that responds almost mechanically to debasement, adjusting upward in price to reflect declining value changes in the denominator – money itself.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.

Financial markets ended the third quarter on a solid note.

Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.

In preparing this Climate Report, we have utilized the TCFD recommendations as a key reference framework to enhance the transparency and consistency of our climate-related reporting.

In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.

We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.

In our latest report, Michael Le Coche, Vice President, Research and Predictive Analytics, outlines where the most compelling opportunities in Canadian real estate lie for forward-looking investors.

Fiera Capital is proud to publish its 2024 Annual Report. Discover how we’ve strengthened our global positioning, our market engagement, and reinforced our commitment to sustainable growth.