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Q3 2026 Investment Outlook & Portfolio Strategy

July 17, 2026
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Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment about Mid-Market Infrastructure Debt: A Defensive Allocation for a Changing Market Environment
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 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.

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Global Asset Allocation Team Market Update – August 2024 about Global Asset Allocation Team Market Update – August 2024
Market Commentary Public Markets
Q3 2024 Investment Outlook & Portfolio Strategy about Q3 2024 Investment Outlook & Portfolio Strategy
Market Commentary Public Markets

Q3 2024 Investment Outlook & Portfolio Strategy

July 19, 2024
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 2024 about Global Asset Allocation Team Market Update – July 2024
Market Commentary Public Markets
Global Asset Allocation Team Market Update – June 2024 about Global Asset Allocation Team Market Update – June 2024
Market Commentary Public Markets

Global Asset Allocation Team Market Update – June 2024

June 7, 2024
Investor hopes for a so-called soft landing catalyzed a profound rally across both stock and bond markets in May.
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
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