Featured Insights
Investing in Tomorrow: The Mid-Market Infrastructure Advantage
March 12, 2026
Our latest publication explores why the mid‑market is emerging as a powerful source of opportunity in infrastructure investing and how Fiera Infrastructure approaches the mid‑market with an emphasis on diversification, active ownership and long‑term asset stewardship.
In the Middle Lies Opportunity: The Growth Sweet Spot for 2026
February 11, 2026
Mid‑cap equities have historically delivered compelling risk‑adjusted returns, combining elements of growth and resilience. This paper explores why mid caps may represent a differentiated allocation opportunity, examining long‑term performance, earnings growth potential, valuation, diversification benefits, and quality fundamentals.
Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha
January 29, 2026
The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they became a collection of distinct national and sectoral drivers, shaped by domestic policy, reform momentum, corporate balance-sheet quality and exposure to global capital-spending cycles.
Building Long-Term Value Through Global Timberland
February 16, 2026
For LGPS investors seeking long-term value, diversification and resilience, timberland offers a compelling investment opportunity.
Explore Insights
Q2 2026 Investment Outlook & Portfolio Strategy
April 15, 2026
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.
Fiera Apex: Growth In Focus
April 13, 2026
Sunil Reddy, Lead Portfolio Manager and Head of Fiera Apex Growth Equities reviews key themes that shaped growth equity markets in Q1 2026 and what the team sees on the horizon.
Global Asset Allocation Team Market Update – April 2026
April 10, 2026
The first quarter ended on a subdued note. Investor sentiment retreated as the US-Iran conflict fanned the flames of geopolitical
turmoil across the globe and sparked wild swings across financial markets.
Investing in Tomorrow: The Mid-Market Infrastructure Advantage
March 12, 2026
Our latest publication explores why the mid‑market is emerging as a powerful source of opportunity in infrastructure investing and how Fiera Infrastructure approaches the mid‑market with an emphasis on diversification, active ownership and long‑term asset stewardship.
Global Asset Allocation Team Market Update – March 2026
March 5, 2026
Investor sentiment was generally stable in February – despite a plethora of headlines that plagued the marketplace last month.
Building Resilient Portfolios: Long‑Term Value Creation in Essential Infrastructure
February 25, 2026
Join Bruno Guilmette, Global Head of Infrastructure at Fiera Capital, for a focused discussion on how resilient infrastructure portfolios are built and managed through changing market conditions.
Building Long-Term Value Through Global Timberland
February 16, 2026
For LGPS investors seeking long-term value, diversification and resilience, timberland offers a compelling investment opportunity.
In the Middle Lies Opportunity: The Growth Sweet Spot for 2026
February 11, 2026
Mid‑cap equities have historically delivered compelling risk‑adjusted returns, combining elements of growth and resilience. This paper explores why mid caps may represent a differentiated allocation opportunity, examining long‑term performance, earnings growth potential, valuation, diversification benefits, and quality fundamentals.
Global Asset Allocation Team Market Update – February 2026
February 6, 2026
Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.
Fiera Apex: Growth In Focus
January 29, 2026
Sunil Reddy, Lead Portfolio Manager and Head of Fiera Apex Growth Equities reviews key themes that shaped growth equity markets in Q4 2025 and what the team sees on the horizon.
Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha
January 29, 2026
The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they became a collection of distinct national and sectoral drivers, shaped by domestic policy, reform momentum, corporate balance-sheet quality and exposure to global capital-spending cycles.
Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
January 28, 2026
A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.