Insights

Financial market volatility resurfaced in July as investors contemplated an environment dominated by geopolitical headwinds, renewed trade tensions, and fading enthusiasm around the artificial intelligence (AI) trade.

Read the inaugural edition of our quarterly Sustainability Newsletter, featuring highlights from Fiera Capital’s sustainability initiatives and the broader trends shaping the global sustainable investing landscape, as well as insights from recent conferences and events.

Artificial intelligence is driving the next major platform shift in technology, reshaping competitive advantages, business models and the way organizations operate. In this paper, we examine how AI is redefining the technology landscape, why competitive moats are evolving, and how we are navigating the opportunities and risks created by this transition through a disciplined investment framework.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 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 Q2 2026 and what the team sees on the horizon.

We are pleased to present our 2025 Sustainability Report, highlighting our commitment to sustainable investing and responsible business practices, as well as our ongoing efforts to integrate sustainability across our organization.

Over the past several years, we have engaged with institutional investors seeking to extend their fixed income asset duration to take advantage of higher long-term yields while protecting their asset-liability position. These efforts have generally focused on reallocating from universe bonds to long bonds or to strategies somewhere in between.

In June, sentiment was dominated by both geopolitical developments and evolving trends in Artificial Intelligence (AI). Investors welcomed news of an interim peace accord between the US and Iran and the reopening of the Strait of Hormuz.

A closer look at inefficiencies, concentration risk and the evolving role of active management in emerging markets.

In this publication, our Active and Strategic Fixed Income (ASFI) team examines how the firm’s Ethical Fossil Fuel-Free Fixed Income strategy combines exclusionary screening with active portfolio construction and ESG analysis.

Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and lingering hopes for a truce between the United States and Iran buttressing risk appetite.

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?