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.

The Scottish residential market is facing a pivotal moment. With pressure on housing supply, rental demand rising and a national housing emergency declared, new solutions are urgently needed.

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.

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

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.

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.