Insights

Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, recently joined Asset TV to discuss key trends and opportunities in Emerging Markets.

In November, the so-called “Trump trade” lingered on following the Republican sweep in the United States – with investors cheering the incoming administration’s business-friendly stance.

Less than 24 hours after AP called the outcome of the 2024 US Presidential Race, Fiera Capital convened its inaugural US small-to-mid-cap equities roundtable for investors in Europe. The event was the first in a series, since the Fiera Apex US Small-Mid Cap Growth Strategy (c. USD$5.8bn AUM) was made available to professional investors on the continent in July of this year.

Learn more about private credit, an attractive and highly versatile asset class, in our latest white paper.

Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, joined Asset TV to discuss key trends and opportunities in Emerging Markets. The conversation highlighted inefficiencies in major emerging market indices, compared opportunities across Saudi Arabia, Vietnam, and Poland, and delved into the perception-reality gap within the market.

Equity returns were strong in the third quarter with a notable divergence in returns from smaller capitalisation companies relative to the mega cap peers. This past quarter saw the technology dominated Nasdaq index return 2.7% while the Russell 2000 Growth index returned 8.4%.

Dominic Bokor-Ingram discussed emerging markets investing in the context of geopolitics with Rich Mullen, CEO and Founder of Pallas Capital, and CIO Garav Milnick, drawing on 30+ years of experience.

The fourth quarter got off to a challenging start, with both stocks and bonds losing ground in October.

Room 151 sits down with Jeff Zweig, Partner, Vice Chair, Head of Natural Capital (Agriculture and Timberland), to discuss Fiera Comox’s Global Timberland Strategy and the increasing demand for natural capital assets, as investors look to diversify portfolios and capitalise on sustainable, long-term growth opportunities.

Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, recently participated in Asset TV's Global Emerging Markets Masterclass. Joined by experts from Fiera Capital, Skerryvore Asset Management, and Lazard Asset Management, the panel delved into key issues shaping emerging markets today. The discussion covered catalysts driving GEM outperformance, inefficiencies within major emerging market indices, and the evolving risks and opportunities in China and India.

Attractive fundamentals and a deepening occupier market continue to strengthen the investment case for ground-up development of best-in-class small to mid-box logistics in urban locations. Specialist managers developing and managing portfolios of high-quality, institutional-grade UK stock look set to outperform other sectors across this next phase of the real estate cycle and beyond.

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.