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Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha

January 29, 2026
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Investing in Tomorrow: The Mid-Market Infrastructure Advantage about Investing in Tomorrow: The Mid-Market Infrastructure Advantage
Private Markets Infrastructure

Investing in Tomorrow: The Mid-Market Infrastructure Advantage

March 12, 2026
Our latest publication explores why the mid‑market is emerging as a powerful source of opportunity in infrastructure investing and how Fiera Infrastructure approaches the mid‑market with an emphasis on diversification, active ownership and long‑term asset stewardship.
Unlocking Place-based Impact at Every Stage of Development about Unlocking Place-based Impact at Every Stage of Development
Private Markets Real Estate

Unlocking Place-based Impact at Every Stage of Development

February 9, 2026
The UK is experiencing a shortage of quality rental housing for middle‑income earners, while households need places that are affordable, high‑quality and energy‑efficient.
Building Long-Term Value Through Global Timberland about Building Long-Term Value Through Global Timberland
Private Markets Natural Capital

Building Long-Term Value Through Global Timberland

February 16, 2026
For LGPS investors seeking long-term value, diversification and resilience, timberland offers a compelling investment opportunity.

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Q1 2026 Investment Outlook & Portfolio Strategy about Q1 2026 Investment Outlook & Portfolio Strategy
Market Commentary Public Markets

Q1 2026 Investment Outlook & Portfolio Strategy

January 16, 2026
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.
Diversification in Agriculture is Critical to Achieving Investor Objectives in the Asset Class about Diversification in Agriculture is Critical to Achieving Investor Objectives in the Asset Class
Private Markets Natural Capital

Diversification in Agriculture is Critical to Achieving Investor Objectives in the Asset Class

January 15, 2026
Agriculture aims to effectively meet the needs of investors seeking the benefits of diversification and an expansion of the efficient frontier of their portfolio. Even a modest exposure to the asset class can accomplish these objectives.
Global Asset Allocation Team Market Update – January 2026 about Global Asset Allocation Team Market Update – January 2026
Market Commentary Public Markets

Global Asset Allocation Team Market Update – January 2026

January 9, 2026
Financial markets generated some mixed results in December as fears around lofty valuations saw the AI trade fizzle towards year end – while investors were also contemplating the path for global monetary policy as the synchronized easing cycle winds down.
Emerging Markets Equities Unpacked: IPO Booms, Geopolitical Risk and Frontier Opportunities about Emerging Markets Equities Unpacked: IPO Booms, Geopolitical Risk and Frontier Opportunities
Emerging Markets Public Markets

Emerging Markets Equities Unpacked: IPO Booms, Geopolitical Risk and Frontier Opportunities

December 10, 2025
Senior Portfolio Manager Dominic Bokor-Ingram joined Tellimer CEO Duncan Wales to discuss the key forces shaping emerging markets and the opportunities they see heading into 2026.
Global Asset Allocation Team Market Update – December 2025 about Global Asset Allocation Team Market Update – December 2025
Market Commentary Public Markets
A Strategic Inflation Hedge: Navigating Inflation through Infrastructure about A Strategic Inflation Hedge: Navigating Inflation through Infrastructure
Private Markets Infrastructure

A Strategic Inflation Hedge: Navigating Inflation through Infrastructure

December 3, 2025
In an environment marked by persistent inflation and economic uncertainty, investors are increasingly turning to infrastructure equity as a strategic allocation.
Maximising payoffs through mid-market infrastructure investments about Maximising payoffs through mid-market infrastructure investments
Private Markets Infrastructure

Maximising payoffs through mid-market infrastructure investments

December 2, 2025
Jason Cogley identifies growing appetite for innovative projects that offer multiple avenues for investment upside while supporting critical national priorities.
Reflection to Renewal: The Case for Quality about Reflection to Renewal: The Case for Quality
Equities Public Markets

Reflection to Renewal: The Case for Quality

December 1, 2025
Quality investing is a marathon, not a sprint, and recent events serve as a reminder of that.
The Post-Dollar EM Opportunity about The Post-Dollar EM Opportunity
Emerging Markets Public Markets

The Post-Dollar EM Opportunity

November 24, 2025
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets about Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
Emerging Markets Public Markets

Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets

November 19, 2025
In our latest webinar, 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.
Cultivating Resilience: How Agriculture can Strengthen Institutional Portfolios about Cultivating Resilience: How Agriculture can Strengthen Institutional Portfolios
Private Markets Natural Capital

Cultivating Resilience: How Agriculture can Strengthen Institutional Portfolios

November 19, 2025
Agriculture is emerging as an integral asset class for institutional investors seeking diversification, resilience and long-term value creation.
Passive Pain, Active Gain Write-Up about Passive Pain, Active Gain Write-Up
Emerging Markets Public Markets

Passive Pain, Active Gain Write-Up

November 13, 2025
At a recent roundtable for UK intermediaries and institutional investors, Fiera Capital’s OAKS investment team made the case for emerging markets in 2025. Senior Portfolio Managers Ian Simmons and Dominic Bokor-Ingram explained how their absolute return focus and disciplined stock selection allow them to uncover opportunities that others may overlook.
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