Insights

The first half of 2024 wrapped up on a solid note

In her engaging discussion with ESG Clarity, Stéphanie Lachance, Partner & Head of Sustainable Investment at Fiera Comox, delves into the imperative need for evolving farming practices amidst climate change and population growth.

With strong batting averages stretching over two decades, the portfolio team behind Fiera’s US small-to-mid cap strategy are no strangers to navigating market cycles.

David Renshaw, Managing Director and Co-Head of European Debt Strategies recently took part in CAMRADATA’s Real Estate Debt Roundtable. David discussed the longstanding dilemma of where real estate debt sits within asset owners’ strategic asset allocation. He also highlighted how falling values and rising base rates in 2023 are prompting investors to turn their attention to real estate debt.

Investor hopes for a so-called soft landing catalyzed a profound rally across both stock and bond markets in May.

In his latest interview, Charles Allen, Head of European Real Estate speaks to Guy Montague-Jones at REACT about Fiera’s fundraising focus, our European expansion and why now is a good time to buy despite market uncertainties.

In his latest article for IPE Real Assets, Charles Allen, Head of European Real Estate, sheds light on the alternative asset classes that are capturing pension funds attention. With a supply-demand dislocation as the driving force behind UK investment opportunities, Charles writes that “Buying British” is the logical next move for real estate investors.

Why investing in monikers like the ‘Magnificent 7’ for AI exposure will only end in tears

In a world where geopolitical tensions often dictate the ebb and flow of international markets, the Gulf Cooperation Council (GCC) nations stand apart, against common misconception.

After a stellar first quarter performance, the second quarter got off to a softer start

Under the stewardship of Prime Minister Mitsotakis, Greece is experiencing an economic revival and consistent outperformance beyond market GDP growth forecasts that have created a transformative environment for investors.

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.