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Fiera Atlas Global Companies Strategy: Research and Risk
https://www.fieracapital.com/en-ca/insights/fiera-atlas-global-companies-strategy-research-and-risk/
In the final video in our Atlas series, David Naughtin, Portfolio Manager, describes the team’s research process and how they think about risk.
Evolving Country Concentration in Emerging Market Indices
Opportunities for Investors
High Growth Opportunities in a Low Growth World
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.
Vietnam Maintains Growth Momentum as US Tariff Risks Ease
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%.
Fiera Atlas Global Companies Strategy
Corporate Functions
Investing for a Low Carbon World
The energy transition comes with many structural growth and ESG considerations. Read how the Atlas Global Companies Strategy team approaches these factors as part of an overall investment case.
Robert Petty
Rob was appointed as Executive Director and Chief Executive Officer, Fiera Asia in September 2023 and is a member of the Global Leadership team. He brings over 40 years of investment management experience to the firm and is now focused on growing the firm and brand internationally, from clients to partners, from new products to […]