Insights

Q2 2026 Investment Outlook & Portfolio Strategy

April 15, 2026
Image for Q2 2026 Investment Outlook & Portfolio Strategy

Featured Insights

Investing in Tomorrow: The Mid-Market Infrastructure Advantage about Investing in Tomorrow: The Mid-Market Infrastructure Advantage
Private Markets Infrastructure

Investing in Tomorrow: The Mid-Market Infrastructure Advantage

March 12, 2026
Our latest publication explores why the mid‑market is emerging as a powerful source of opportunity in infrastructure investing and how Fiera Infrastructure approaches the mid‑market with an emphasis on diversification, active ownership and long‑term asset stewardship.
Unlocking Place-based Impact at Every Stage of Development about Unlocking Place-based Impact at Every Stage of Development
Private Markets Real Estate

Unlocking Place-based Impact at Every Stage of Development

February 9, 2026
The UK is experiencing a shortage of quality rental housing for middle‑income earners, while households need places that are affordable, high‑quality and energy‑efficient.
Building Long-Term Value Through Global Timberland about Building Long-Term Value Through Global Timberland
Private Markets Natural Capital

Building Long-Term Value Through Global Timberland

February 16, 2026
For LGPS investors seeking long-term value, diversification and resilience, timberland offers a compelling investment opportunity.
Taiwan, Supply Chain and AI: Powering the Next Phase of Growth about Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
Emerging Markets Public Markets

Taiwan, Supply Chain and AI: Powering the Next Phase of Growth

January 28, 2026
A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.

Explore Insights

Checking this box will automatically save your preference.
Filter by Topic
Filter by Media
Global Asset Allocation Team Market Update  – September 2023 about Global Asset Allocation Team Market Update  – September 2023
Market Commentary Public Markets

Global Asset Allocation Team Market Update – September 2023

September 7, 2023
Extreme optimism throughout 2023 gave way to growing skepticism in August as investors contemplated the trajectory for monetary policy.
Global Asset Allocation Team Market Update  – August 2023 about Global Asset Allocation Team Market Update  – August 2023
Market Commentary Public Markets
Q3 2023 Investment Outlook & Portfolio Strategy about Q3 2023 Investment Outlook & Portfolio Strategy
Market Commentary Public Markets

Q3 2023 Investment Outlook & Portfolio Strategy

July 19, 2023
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.
Global Asset Allocation Team Market Update  – July 2023 about Global Asset Allocation Team Market Update  – July 2023
Market Commentary Public Markets

Global Asset Allocation Team Market Update – July 2023

July 11, 2023
Financial markets fluctuated at the end of the second quarter as investors contemplated the environment of resilient growth, persistent inflation, and the trajectory for monetary policy.
Global Asset Allocation Team Market Update  – June 2023 about Global Asset Allocation Team Market Update  – June 2023
Market Commentary Public Markets

Global Asset Allocation Team Market Update – June 2023

June 6, 2023
Sentiment deteriorated and financial markets relapsed in May on the back of a hawkish re-pricing of central bank policy expectations, a sluggish global growth landscape, and debt ceiling jitters in the United States.
Investing for a Low Carbon World about Investing for a Low Carbon World
Equities Public Markets

Investing for a Low Carbon World

May 15, 2023
The energy transition comes with many structural growth and ESG considerations.
Global Asset Allocation Team Market Update  – May 2023 about Global Asset Allocation Team Market Update  – May 2023
Market Commentary Public Markets

Global Asset Allocation Team Market Update – May 2023

May 4, 2023
The second quarter got off to a solid start, with both stock and bond markets generating positive results in April.
Q2 2023 Investment Outlook & Portfolio Strategy about Q2 2023 Investment Outlook & Portfolio Strategy
Market Commentary Public Markets

Q2 2023 Investment Outlook & Portfolio Strategy

April 14, 2023
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.
Global Asset Allocation Team Market Update  – April 2023 about Global Asset Allocation Team Market Update  – April 2023
Market Commentary Public Markets

Global Asset Allocation Team Market Update – April 2023

April 6, 2023
Financial markets ended a tumultuous quarter on an upbeat note amid growing speculation that policymakers may have to abandon their tightening plans in response to turmoil in the banking sector.
Dominic Bokor-Ingram on Emerging Markets Opportunities about Dominic Bokor-Ingram on Emerging Markets Opportunities
Emerging Markets Public Markets

Dominic Bokor-Ingram on Emerging Markets Opportunities

March 7, 2023
Where are the major growth opportunities in Emerging Markets currently? Are the current global dislocations providing very large dispersion in the performance of countries and stock markets? Dominic Bokor-Ingram Discusses with Portfolio Adviser.
Global Asset Allocation Team Market Update  – March 2023 about Global Asset Allocation Team Market Update  – March 2023
Market Commentary Public Markets

Global Asset Allocation Team Market Update – March 2023

March 3, 2023
After a roaring start to the year, a wave of risk aversion swept up the financial markets in February.
of 11