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Q2 2026 Investment Outlook & Portfolio Strategy

April 15, 2026
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Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment<span class="sr"> about Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment</span>
Private Markets Infrastructure

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<span class="sr"> about Investing in Tomorrow: The Mid-Market Infrastructure Advantage</span>
Private Markets Infrastructure

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<span class="sr"> about In the Middle Lies Opportunity: The Growth Sweet Spot for 2026</span>
Equities Public Markets

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<span class="sr"> about Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha</span>
Emerging Markets Public Markets

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<span class="sr"> about Building Long-Term Value Through Global Timberland</span>
Private Markets Natural Capital

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.

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Global Asset Allocation Team Market Update – September 2025<span class="sr"> about Global Asset Allocation Team Market Update – September 2025</span>
Market Commentary Public Markets

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<span class="sr"> about 2024 Sustainability Report</span>
Private Markets Sustainable Investing Public Markets

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<span class="sr"> about Global Asset Allocation Team Market Update – August 2025</span>
Market Commentary Public Markets

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<span class="sr"> about Fiera Atlas Global Companies Strategy – Q2 2025 Investment Update</span>
Equities Public Markets

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 &#038; Portfolio Strategy<span class="sr"> about Q3 2025 Investment Outlook &#038; Portfolio Strategy</span>
Market Commentary Public Markets

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<span class="sr"> about Global Asset Allocation Team Market Update – July 2025</span>
Market Commentary Public Markets

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.
The Open-Ended Question<span class="sr"> about The Open-Ended Question</span>
Private Markets

The Open-Ended Question

June 18, 2025
Investors are increasingly seeking fund structures that offer flexibility, transparency, and the ability to dynamically manage allocations to private markets. For over two decades, Fiera Capital has developed open-ended strategies across real estate, infrastructure, natural capital, private equity, and private credit - designed to meet evolving portfolio needs.
Global Asset Allocation Team Market Update – June 2025<span class="sr"> about Global Asset Allocation Team Market Update – June 2025</span>
Market Commentary Public Markets

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.
Agriculture: The Next Big Investment?<span class="sr"> about Agriculture: The Next Big Investment?</span>
Private Markets Natural Capital

Agriculture: The Next Big Investment?

May 23, 2025
Matthew Corbett, Partner, Agriculture at Fiera Comox, recently joined Asset TV to share his insights on why agriculture is gaining momentum as a long-term investment opportunity.
The Business Case for Sustainable Investing in Private Markets<span class="sr"> about The Business Case for Sustainable Investing in Private Markets</span>
Private Markets Sustainable Investing

The Business Case for Sustainable Investing in Private Markets

May 15, 2025
In today's evolving investment landscape, sustainable investing in private markets presents a unique opportunity for those seeking to balance financial returns with broader impact. In our latest white paper, Jessica Pilz, Head of Sustainable Investing for Fiera Private Markets, explores how sustainable investing in private markets can drive long-term performance value, strengthen resilience, and mitigate risks.
Why Private Equity?<span class="sr"> about Why Private Equity?</span>
Private Markets

Why Private Equity?

May 15, 2025
In Fiera Comox’s new private equity video series, Bradley Mashinter makes the case for why this asset class can provide very attractive return potential and excellent portfolio diversification benefits for investors.
Unlocking Opportunities in Reform-Led Economies<span class="sr"> about Unlocking Opportunities in Reform-Led Economies</span>
Emerging Markets Public Markets

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.
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