Insights

The first quarter ended on a subdued note. Investor sentiment retreated as the US-Iran conflict fanned the flames of geopolitical turmoil across the globe and sparked wild swings across financial markets.

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.

Investor sentiment was generally stable in February – despite a plethora of headlines that plagued the marketplace last month.

Join Bruno Guilmette, Global Head of Infrastructure at Fiera Capital, for a focused discussion on how resilient infrastructure portfolios are built and managed through changing market conditions.

Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.

The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they became a collection of distinct national and sectoral drivers, shaped by domestic policy, reform momentum, corporate balance-sheet quality and exposure to global capital-spending cycles.

A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.

Simon Steele, Senior Portfolio Manager & Head of Atlas Global Companies and Sachin Sharma, Client Portfolio Manager, share insights from the last quarter.

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.

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.

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.

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.