Insights

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.

The first quarter wrapped up on a positive note

Mathieu Bortot, Portfolio Manager, examines whether the “Korean Discount” phenomenon of low company valuations and poor corporate governance can be overcome by newly imposed reforms in the country.

In February, the mood in the market remained ebullient and stock markets extended their winning streak

Jessica Pilz, Head of Sustainable Investing, Private Markets at Fiera Capital, engages in a thought-provoking conversation with Anna Clare Harper on a recent episode of 'The Return Property & Investment Podcast'.

2023 proved to be another challenging year, but despite market turmoil, our commitment to sustainable investing remains unchanged. Our latest Sustainable Investing report reflects on our progress as a firm, as well as our dedication to driving positive change across the real estate sector.

In this paper, the Emerging Markets team at Fiera Capital analyse the development of emerging markets over the last 35 years, highlighting how we aim to exploit marketing inefficiencies in an ever-changing universe. We also we set out our expectations for emerging and frontier markets for 2024 and pinpoint trends to watch in the coming months.

After a blockbuster end to 2023, the new year got off to a cloudier start.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

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.