Insights

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.

In today's evolving investment landscape, sustainable investing in private markets presents a unique opportunity for those seeking to balance financial returns with broader impact. In our latest white paper, Jessica Pilz, Head of Sustainable Investing for Fiera Private Markets, explores how sustainable investing in private markets can drive long-term performance value, strengthen resilience, and mitigate risks.

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 explored how policy-driven domestic reforms in smaller, under-researched emerging and frontier markets can offer compelling investment opportunities, especially when traditional macro indicators and large EM indices fall short.

In April, financial markets were whiplashed by a flurry of headlines on the trade front. While “Liberation Day” was met with sweeping tariff announcements, the trade war between the United States and China escalated with tit-for-tat levies.

US equity market returns generally turned negative for the first quarter of 2025 with the S&P 500 falling -4.30%. However, there was a huge divergence in performance by style.

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.

Read our latest insights on how global multi-sector fixed income strategies can create diverse potential opportunities for investors.

Decarbonisation, digitisation and demographic change are transforming infrastructure into one of the most exciting asset classes.