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Q2 2026 Investment Outlook & Portfolio Strategy

April 15, 2026
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Investing in Tomorrow: The Mid-Market Infrastructure Advantage about Investing in Tomorrow: The Mid-Market Infrastructure Advantage
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 about In the Middle Lies Opportunity: The Growth Sweet Spot for 2026
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 about Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha
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 about Building Long-Term Value Through Global Timberland
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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Follow the Money: A Strategic Call to the Heart of The Gulf about Follow the Money: A Strategic Call to the Heart of The Gulf
Emerging Markets Public Markets

Follow the Money: A Strategic Call to the Heart of The Gulf

May 8, 2024
In a world where geopolitical tensions often dictate the ebb and flow of international markets, the Gulf Cooperation Council (GCC) nations stand apart, against common misconception.
Global Asset Allocation Team Market Update – May 2024 about Global Asset Allocation Team Market Update – May 2024
Market Commentary Public Markets

Global Asset Allocation Team Market Update – May 2024

May 7, 2024
After a stellar first quarter performance, the second quarter got off to a softer start
Greece: A transformative region for investors? about Greece: A transformative region for investors?
Emerging Markets Public Markets

Greece: A transformative region for investors?

April 29, 2024
Under the stewardship of Prime Minister Mitsotakis, Greece is experiencing an economic revival and consistent outperformance beyond market GDP growth forecasts that have created a transformative environment for investors.
Q2 2024 Investment Outlook & Portfolio Strategy about Q2 2024 Investment Outlook & Portfolio Strategy
Market Commentary Public Markets

Q2 2024 Investment Outlook & Portfolio Strategy

April 18, 2024
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.
Enhancing Value Through Active Ownership about Enhancing Value Through Active Ownership
Private Markets Infrastructure

Enhancing Value Through Active Ownership

April 16, 2024
At Fiera Infrastructure, we aim to honour our responsibility to ensure that the essential infrastructure we invest in is resilient and positioned to thrive over the long term. Our rigorous approach to investment and asset management means we can act in the best interests of our investors through strong management practices, investment discipline and the highest level of ethical behaviour.
Global Asset Allocation Team Market Update – April 2024 about Global Asset Allocation Team Market Update – April 2024
Market Commentary Public Markets
Korea’s Long-Awaited “Value-Up” Reforms about Korea’s Long-Awaited “Value-Up” Reforms
Emerging Markets Public Markets

Korea’s Long-Awaited “Value-Up” Reforms

March 14, 2024
Mathieu Bortot, Portfolio Manager, examines whether the “Korean Discount” phenomenon of low company valuations and poor corporate governance can be overcome by newly imposed reforms in the country.
Global Asset Allocation Team Market Update – March 2024 about Global Asset Allocation Team Market Update – March 2024
Market Commentary Public Markets

Global Asset Allocation Team Market Update – March 2024

March 6, 2024
In February, the mood in the market remained ebullient and stock markets extended their winning streak
The Opportunity in Actively Managed Emerging Market Investing about The Opportunity in Actively Managed Emerging Market Investing
Emerging Markets Public Markets

The Opportunity in Actively Managed Emerging Market Investing

February 21, 2024
In this paper, the Emerging Markets team at Fiera Capital analyse the development of emerging markets over the last 35 years, highlighting how we aim to exploit marketing inefficiencies in an ever-changing universe. We also we set out our expectations for emerging and frontier markets for 2024 and pinpoint trends to watch in the coming months.
Investing in agriculture: “Word of mouth is very powerful in the farming community” about Investing in agriculture: “Word of mouth is very powerful in the farming community”
Private Markets Natural Capital

Investing in agriculture: “Word of mouth is very powerful in the farming community”

February 14, 2024
A big challenge for investors in conventional assets is that the negative correlation between bonds and equities no longer stands. To what extent can investing in agriculture offer portfolio diversification?
Global Asset Allocation Team Market Update – February 2024 about Global Asset Allocation Team Market Update – February 2024
Market Commentary Public Markets

Global Asset Allocation Team Market Update – February 2024

February 7, 2024
After a blockbuster end to 2023, the new year got off to a cloudier start.
New Zealand: The Safe Haven Story about New Zealand: The Safe Haven Story
Private Markets Real Estate

New Zealand: The Safe Haven Story

January 26, 2024
This multi-series report aims to provide a general understanding of New Zealand and explore its differentiating features as an investment safe haven.
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