Insights

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.

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.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.

The third quarter wrapped up on a somber note.

In releasing our 2022 Sustainable Investing Report, we are excited to reflect on our ESG practices and successes to date and are eager to continue building momentum and furthering Fiera Capital’s sustainable investing journey.

As we move into the second half of 2023 and the start of my second year as Head of European Real Estate at Fiera, it is an interesting moment to reflect on the past 12 months, which have certainly not been dull from a market perspective and consider what we can expect from the remainder of the year, with the mood music around inflation becoming increasingly downbeat.

Extreme optimism throughout 2023 gave way to growing skepticism in August as investors contemplated the trajectory for monetary policy.

The third quarter got off to a roaring start.

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.

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.

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