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
Global Asset Allocation Team Market Update – December 2025
December 5, 2025
Financial markets were whipsawed in November.
All Eyes on Emerging Markets
November 27, 2025
With the impressive gains seen across emerging markets indices in 2025, our team is thrilled to share our latest insights in this space to highlight the expertise behind our strategies.
The Post-Dollar EM Opportunity
November 24, 2025
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
November 19, 2025
In our latest webinar, Jerome Booth, Ian Simmons, and CJ Morrell examined the evolving landscape of emerging markets and discussed where potential opportunities may arise. The conversation explored why a selective, actively managed approach can help navigate risks and inefficiencies compared to passive allocations, and how structural changes in key regions, including Asia, the Middle East, and select frontier markets, are influencing long-term investment considerations.
Global Asset Allocation Team Market Update – November 2025
November 7, 2025
The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.
Fiera Apex: Growth In Focus
October 24, 2025
Join Sunil Reddy, Lead Portfolio Manager and Head of Fiera Apex Growth Equities and Michael Carrier, Portfolio Manager, as they review key themes that shaped growth equity markets in Q3 2025 and what they see on the horizon.
Q4 2025 Investment Outlook & Portfolio Strategy
October 20, 2025
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.
Investing Beyond the Cycle: Equity Opportunities in a Slower Growth World
October 16, 2025
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.
Fiera Atlas Global Companies Strategy – Q3 2025 Investment Update
October 15, 2025
Andy Gardner, Senior Portfolio Manager & Chris Nicholas, SVP – Intermediaries Distribution share insights from the last quarter.
Global Asset Allocation Team Market Update – October 2025
October 14, 2025
Financial markets ended the third quarter on a solid note.
Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets
October 1, 2025
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.
Global Asset Allocation Team Market Update – September 2025
September 9, 2025
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.