Insights

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.

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.

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.

Investor sentiment was generally stable in February – despite a plethora of headlines that plagued the marketplace last month.

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.

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.

Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.

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.

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.

A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.

Simon Steele, Senior Portfolio Manager & Head of Atlas Global Companies and Sachin Sharma, Client Portfolio Manager, share insights from the last quarter.

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.