Featured Insights
Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment
June 9, 2026
As investors navigate a more complex environment, resilient income and downside protection remain increasingly important. Our latest publication explores why mid-market infrastructure debt may offer a differentiated allocation, and how specialized managers with direct origination capabilities and sector expertise can help investors access these opportunities.
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 – 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.
2024 Sustainability Report
August 20, 2025
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
Global Asset Allocation Team Market Update – August 2025
August 7, 2025
In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors.
Fiera Atlas Global Companies Strategy – Q2 2025 Investment Update
July 24, 2025
Neil Mitchell, Portfolio Manager & Sachin Sharma, Client Portfolio Manager, of the Fiera Atlas Global Companies Strategy share insights from the last quarter.
Q3 2025 Investment Outlook & Portfolio Strategy
July 16, 2025
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.
Global Asset Allocation Team Market Update – July 2025
July 8, 2025
The second quarter ended on a bright note on the back of easing tensions on both the trade and the geopolitical fronts.
Global Asset Allocation Team Market Update – June 2025
June 6, 2025
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.
Unlocking Opportunities in Reform-Led Economies
May 12, 2025
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.
*This is a marketing communication. Intended for institutional audiences only.
Global Asset Allocation Team Market Update – May 2025
May 6, 2025
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.
Q2 2025 Investment Outlook & Portfolio Strategy
April 17, 2025
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.