Insights

The Atlas Global Companies team reflect on the changing market landscapes, performance highs and economic challenges and how those experiences shape the team's confidence in the road ahead since Strategy launch.

The first quarter ended on a softer note, with President Trump’s disruptive trade proposals and mounting stagflation fears driving investors out of risky assets.

In the debut edition of our Atlas Quarterly Update series, Sachin Sharma, Capability Specialist and Simon Steele, Lead Portfolio Manager of the Fiera Atlas Global Companies Strategy share valuable insights from the last quarter.

European real estate debt continues to gain prominence among institutional investors, offering the potential for attractive risk-adjusted returns and downside protection through senior secured positions in the capital stack.

European real estate debt continues to expand as a compelling asset class, driven by stricter bank regulations limiting traditional lending and a surge in borrower demand amid refinancing waves and ongoing funding gaps.

Our award-winning emerging markets team analyse the latest developments shaping global trade and their impact on emerging economies.

When the waste we create leaves our homes, where does it go?

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.

If I had to draw a line separating a ‘before’ and ‘after’ of UK real estate, it would be early in the 2010s. That feels recent for what is often described as the world’s oldest asset class, but back then the investable universe available to institutions was a slither by both scale and sophistication, to what it has now become.

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.