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In our latest webinar, speakers Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies.

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.

In his latest interview, Charles Allen, Head of European Real Estate speaks to Guy Montague-Jones at REACT about Fiera’s fundraising focus, our European expansion and why now is a good time to buy despite market uncertainties.

Candice Bangsund, CFA is Vice President and Portfolio Manager of Global Asset Allocation and Private Markets Solutions at Fiera Capital. She is a member of the Global Asset Allocation Committee, focusing on central banks and fundamental macro analysis, and actively participates in the development and communication of the firm’s asset allocation strategy.

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.

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

Opportunities for Investors

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.