Insights

The fourth quarter got off to a challenging start, with both stocks and bonds losing ground in October.

Room 151 sits down with Jeff Zweig, Partner, Vice Chair, Head of Natural Capital (Agriculture and Timberland), to discuss Fiera Comox’s Global Timberland Strategy and the increasing demand for natural capital assets, as investors look to diversify portfolios and capitalise on sustainable, long-term growth opportunities.

Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, recently participated in Asset TV's Global Emerging Markets Masterclass. Joined by experts from Fiera Capital, Skerryvore Asset Management, and Lazard Asset Management, the panel delved into key issues shaping emerging markets today. The discussion covered catalysts driving GEM outperformance, inefficiencies within major emerging market indices, and the evolving risks and opportunities in China and India.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.

Attractive fundamentals and a deepening occupier market continue to strengthen the investment case for ground-up development of best-in-class small to mid-box logistics in urban locations. Specialist managers developing and managing portfolios of high-quality, institutional-grade UK stock look set to outperform other sectors across this next phase of the real estate cycle and beyond.

Healthcare remains one of the largest and fastest growing sectors in the U.S. economy. We see the sector’s prolific innovation, resilient demand, and support from long-term demographic trends and fundamentals as providing long-term drivers for continued growth.

Institutional investors seeking high-growth potential with a calculated risk profile should consider the dynamic landscape of small and mid cap (SMID) companies in healthcare and technology. These sectors boast a wealth of innovation, often driven by nimble and adaptable players poised for significant disruption.

The third quarter ended on a strong note, with a clear easing path for many global central banks paving the way for a soft landing.

Learn more about Fiera Comox’s Timberland strategy featured in our latest insight on natural capital in the featured video.

Fiera Real Estate operates at the forefront of the small-to-mid-box logistic development sector and is optimally positioned to take advantage of the current market cycle. With strong rental growth and a deepening occupier market, opportunities for investors are arising to achieve attractive returns.

Amid geopolitical tensions and economic uncertainties that have reduced international investment in China, India has become a significant force in emerging markets.

With more than half of the world’s gross domestic product moderately or highly dependent on nature, recognising the value of natural capital and prioritising its sustainable management is essential for achieving long-term environmental, social and economic prosperity.