Insights

Financial markets ended 2023 on a high note

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

The Fiera OAKS EM Select Strategy turns three in January: we take a look back over the strategy’s performance and put a spotlight on the top country contributors to alpha since inception.

Financial markets had a blockbuster month in November

While emerging markets are a common term for most investors, frontier markets often move in the shadow of their bigger brother. But how do these categories differ? Stefan Böttcher, Senior Portfolio Manager, explains in this article.

Mathieu Bortot, Portfolio Manager, presents Fiera’s European equity strategies and reveals the current key investment opportunities in the Emerging Markets.

In the penultimate part of our Fiera Atlas video series, Neil Mitchell, Portfolio Manager, explores how the team construct the Atlas portfolio and their approach to diversification and risk.

Filmed in partnership with Portfolio Adviser, Neil Mitchell, Portfolio Manager, explains the investment process of the Fiera Atlas Global Companies Strategy: what makes a company exceptional, how our Wealth Creation Framework operates and the approach we take to uncover the rare opportunities we look to invest in.

A whole loan real estate credit strategy provides investors with a compelling and sustainable long-term investment thesis. Supported by an existing €2.0 trillion market, real estate credit looks particularly attractive at this stage of the market cycle.

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.

Financial markets kicked off the fourth quarter on a somber note.

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.