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With more than 30 years of experience navigating US equity markets, Sunil Reddy, Head of Fiera Apex and Lead Portfolio Manager of Fiera Capital’s US Small-Mid Cap Growth strategy, has witnessed multiple market cycles and shifting investment paradigms.

In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.

Financial markets ended the third quarter on a solid note.

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.

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

The second quarter ended on a bright note on the back of easing tensions on both the trade and the geopolitical fronts.

In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors.

In May, trade headlines once again dominated financial markets – albeit in a relatively positive light as signs of simmering tensions were met with a revival in risk appetite.

As the Fiera Global Emerging Markets Strategy marks its 15-year milestone, Senior Portfolio Manager, Ian Simmons reflects on the evolution of the Strategy and shares how active stock selection, local insight and a catalyst-driven approach continue to uncover compelling opportunities across EM.

Click the link below to watch an interview with Candice Bangsund and Emerson Savage, as they explore the economic outlook and implications for financial markets and investor portfolios.