Insights

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.

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

Single-Family Housing (SFH) is emerging as a compelling strategy for LGPS investors seeking long-term value and impact.

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.

Demand for fund structures that facilitate dynamically managed allocations to private markets has intensified in recent years. Consequently, investment managers have sought to provide greater optionality, both in respect of portfolio customisation, but also by offering ‘evergreen’ open-ended funds in the semiliquid and illiquid asset space – structures that Fiera Capital has provided for two decades across real estate, natural capital, infrastructure, private equity and private credit asset classes.

US equity markets rallied meaningfully in May as investors appeared to conclude that peak tariff rates and peak fear may be in the rearview mirror.

In a fruitful and wide-ranging discussion with Asset TV, Matthew Corbett, Partner, Fiera Comox, who oversees the Fiera Capital affiliate’s US$1.9bn Global Agriculture Strategy, explains the what, why, where and how of professional investment in agriculture – at a time when appetite in the sector from institutions is growing at pace.

Within real estate, ‘wait and see mode’ has been a preferred term of the last few years. The geopolitical landscape and a lack of market visibility have meant investors have exercised caution - and been even more selective - when it comes to the allocation or reallocation of capital. Risk management is key, balancing pressure to deploy with macro challenges.

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.

Dominic Bokor-Ingram Senior Portfolio Manager for Emerging and Frontier Markets, discusses how Vietnam’s ambitious domestic reforms are set to offset global trade uncertainty and support sustained long-term growth.

Matthew Corbett, Partner, Agriculture at Fiera Comox, recently joined Asset TV to share his insights on why agriculture is gaining momentum as a long-term investment opportunity.

Geopolitical turbulence has reached a new intensity on the Richter Scale over the last six months, amplifying policy. As investors re-examine their long-held exposures, Dominic Bokor-Ingram, Citywire AAA-rated Senior Portfolio Manager, speaks to Asset TV about the diversification opportunities still present in global emerging and frontier markets.