Insights

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.

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

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

A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

Financial markets generated some mixed results in December as fears around lofty valuations saw the AI trade fizzle towards year end – while investors were also contemplating the path for global monetary policy as the synchronized easing cycle winds down.

Financial markets were whipsawed in November.

With the impressive gains seen across emerging markets indices in 2025, our team is thrilled to share our latest insights in this space to highlight the expertise behind our strategies.