Insights

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.

Financial markets were whipsawed in November.

In an environment marked by persistent inflation and economic uncertainty, investors are increasingly turning to infrastructure equity as a strategic allocation.

Jason Cogley identifies growing appetite for innovative projects that offer multiple avenues for investment upside while supporting critical national priorities.

Quality investing is a marathon, not a sprint, and recent events serve as a reminder of that.

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.

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.

Agriculture is emerging as an integral asset class for institutional investors seeking diversification, resilience and long-term value creation.

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.

The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.