Insights

With more than 30 years of experience navigating US equity markets, Sunil Reddy, Head of Fiera Apex and Lead Portfolio Manager of Fiera Capital’s US Small-Mid Cap Growth strategy, has witnessed multiple market cycles and shifting investment paradigms.

Risk appetite deteriorated and financial markets were mainly in risk-off mode in February, with mounting risks of a trade war injecting some volatility into the marketplace and weighing on investor sentiment.

DeepSeek AI, a Chinese startup, has recently made headlines with its latest AI model, DeepSeek-R1.

Financial markets began 2025 on a positive note following the inauguration of President Donald Trump in mid‑January – even despite his looming threats to impose tariffs on Canada, Mexico, and China.

Equity returns were positive in the fourth quarter with a continuation of a divergence in returns between smaller cap and mega cap companies.

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.

The onset of the conflict in Ukraine in March 2022 heightened uncertainties about the economic and financial prospects of Eastern Europe.

Financial markets ended 2024 on an uninspiring note as investors contemplated an environment of resilient growth and persistent inflation in the United States that cast doubts over the scope of policy easing from the Federal Reserve.

Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, recently joined Asset TV to discuss key trends and opportunities in Emerging Markets.

In November, the so-called “Trump trade” lingered on following the Republican sweep in the United States – with investors cheering the incoming administration’s business-friendly stance.

Less than 24 hours after AP called the outcome of the 2024 US Presidential Race, Fiera Capital convened its inaugural US small-to-mid-cap equities roundtable for investors in Europe. The event was the first in a series, since the Fiera Apex US Small-Mid Cap Growth Strategy (c. USD$5.8bn AUM) was made available to professional investors on the continent in July of this year.

Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, joined Asset TV to discuss key trends and opportunities in Emerging Markets. The conversation highlighted inefficiencies in major emerging market indices, compared opportunities across Saudi Arabia, Vietnam, and Poland, and delved into the perception-reality gap within the market.