Insights

Global growth is losing momentum. The World Bank now expects real GDP to slow to 2.3% in 2025, half a point below earlier forecasts at the start of the year.

Andy Gardner, Senior Portfolio Manager & Chris Nicholas, SVP – Intermediaries Distribution share insights from the last quarter.

Financial markets ended the third quarter on a solid note.

Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.

The UK Government has positioned housing development as a cornerstone of its economic growth strategy. Recognising that effective spatial planning is essential to unlocking new housing supply, it has taken decisive steps to implement policies that actively promote construction.

In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.

Writing for PERE, CJ Morrell, Head of Japan explored how institutional investors in Asia-Pacific are under pressure to deliver higher, risk adjusted returns. Many investors are now looking beyond their home markets toward the Anglosphere, with growing appetite for value-add strategies and more liquid structures.

Ignacio Ruíz Gallego, Investment Associate at Fiera Real Estate, recently spoke with Spain’s Brains Real Estate News about Fiera’s European real estate debt strategy, its expansion into the Iberian market and the attractive opportunities the region offers for well-capitalised alternative lenders.

We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.

South Korea’s combination of Value Up reforms, export re-industrialisation and technological leadership is setting the stage for a potential market re-rating, supported by structural tailwinds and attractive valuations.

In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors.

As the Fiera Global Emerging Markets Strategy marks its 15-year milestone, Senior Portfolio Manager, Ian Simmons reflects on the evolution of the Strategy and shares how active stock selection, local insight and a catalyst-driven approach continue to uncover compelling opportunities across EM.