Insights

Agriculture aims to effectively meet the needs of investors seeking the benefits of diversification and an expansion of the efficient frontier of their portfolio. Even a modest exposure to the asset class can accomplish these objectives.

Financial markets generated some mixed results in December as fears around lofty valuations saw the AI trade fizzle towards year end – while investors were also contemplating the path for global monetary policy as the synchronized easing cycle winds down.

Ian Simmons, Senior Portfolio Manager and CJ Morrell, Managing Director, Head of Japan, recently explored why emerging markets are entering a new period of structural opportunity.

Financial markets were whipsawed in November.

Explore how infrastructure investing may help investors preserve purchasing power and enhance portfolio stability.

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.

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.

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.

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.

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.

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.

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.