Insights

This paper explores how private real estate debt may act as an attractive complement to traditional allocations, emphasizing its differentiated characteristics, including shorter duration and asset-backed exposure. It also outlines how these features may support diversification and income generation across varying market conditions.

In June, sentiment was dominated by both geopolitical developments and evolving trends in Artificial Intelligence (AI). Investors welcomed news of an interim peace accord between the US and Iran and the reopening of the Strait of Hormuz.

A closer look at inefficiencies, concentration risk and the evolving role of active management in emerging markets.

In this Q&A, Jeff Zweig, Partner, Vice Chair and Head of Natural Capital at Fiera Comox, outlines how disciplined asset selection, active management and a strong focus on sustainability can support durable returns and long-term outcomes aligned with a wide range of investor objectives.

As investors navigate a more complex environment, resilient income and downside protection remain increasingly important. Our latest publication explores why mid-market infrastructure debt may offer a differentiated allocation, and how specialized managers with direct origination capabilities and sector expertise can help investors access these opportunities.

Mike Weston, an independent consultant, professional pension trustee and former CEO of LGPS Central, highlights that LGPS funds are in a strong surplus position, estimated at around £147bn, at a time of major pooling reforms. This creates an opportunity to redeploy capital more strategically, supported by increased governance capacity and long term investment horizons.

Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and lingering hopes for a truce between the United States and Iran buttressing risk appetite.

Artificial intelligence is driving one of the most capital‑intensive investment cycles in technology history. As spending accelerates, investors face a more nuanced question: how does rising capital intensity reshape the economics of growth?

Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.

Sunil Reddy, Lead Portfolio Manager and Head of Fiera Apex Growth Equities reviews key themes that shaped growth equity markets in Q1 2026 and what the team sees on the horizon.

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.