Insights

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.

In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors.

Neil Mitchell, Portfolio Manager & Sachin Sharma, Client Portfolio Manager, of the Fiera Atlas Global Companies Strategy share insights from the last quarter.

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.

The second quarter ended on a bright note on the back of easing tensions on both the trade and the geopolitical fronts.

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.

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.

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.

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.

Read our latest insights on how global multi-sector fixed income strategies can create diverse potential opportunities for investors.

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.

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.