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Financial markets ended 2024 on an uninspiring note as investors contemplated an environment of resilient growth and persistent inflation in the United States that cast doubts over the scope of policy easing from the Federal Reserve.

In his latest interview, Charles Allen, Head of European Real Estate speaks to Guy Montague-Jones at REACT about Fiera’s fundraising focus, our European expansion and why now is a good time to buy despite market uncertainties.

The Fiera Atlas Global Companies Strategy team is delighted to introduce their philosophy by kicking off their video series, featuring Simon Steele, Portfolio Manager and Head of Fiera Atlas Global Companies Team.

In our latest webinar, Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies.

In the next part of the Fiera Atlas video series, Andy Gardner, Portfolio Manager, explains the thinking behind team’s stock selection, including how they define and identify exceptional companies.

In the final video in our Atlas series, David Naughtin, Portfolio Manager, describes the team’s research process and how they think about risk.

Opportunities for Investors

With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.

Following President Trump’s announcement on 2nd July, the United States has agreed to reduce tariffs on most Vietnamese exports to a level now estimated to be around 22% to 23%.