Featured Insights
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
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
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
February 16, 2026
For LGPS investors seeking long-term value, diversification and resilience, timberland offers a compelling investment opportunity.
Explore Insights
Q1 2024 Investment Outlook & Portfolio Strategy
January 17, 2024
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
Global Asset Allocation Team Market Update – January 2024
January 9, 2024
Financial markets ended 2023 on a high note
Fiera Atlas Global Companies Strategy: Research and Risk
December 20, 2023
In the final video in our Atlas series, David Naughtin, Portfolio Manager, describes the team’s research process and how they think about risk.
Fiera OAKS EM Select Strategy: A Three-Year Recap
December 15, 2023
The Fiera OAKS EM Select Strategy turns three in January: we take a look back over the strategy’s performance and put a spotlight on the top country contributors to alpha since inception.
Global Asset Allocation Team Market Update – December 2023
December 6, 2023
Financial markets had a blockbuster month in November
Frontier Markets – An Alternative to Emerging Markets
November 29, 2023
While emerging markets are a common term for most investors, frontier markets often move in the shadow of their bigger brother. But how do these categories differ? Stefan Böttcher, Senior Portfolio Manager, explains in this article.
Leading in Emerging Markets by Example
November 29, 2023
Mathieu Bortot, Portfolio Manager, presents Fiera’s European equity strategies and reveals the current key investment opportunities in the Emerging Markets.
Fiera Atlas Global Companies Strategy: Portfolio Construction
November 28, 2023
In the penultimate part of our Fiera Atlas video series, Neil Mitchell, Portfolio Manager, explores how the team construct the Atlas portfolio and their approach to diversification and risk.
Fiera Atlas Global Companies Strategy: Company Selection
November 7, 2023
In the next part of the Fiera Atlas video series, Andy Gardner, Portfolio Manager, explains the thinking behind team’s stock selection, including how they define and identify exceptional companies.
Global Asset Allocation Team Market Update – November 2023
November 6, 2023
Financial markets kicked off the fourth quarter on a somber note.
High Growth Opportunities in a Low Growth World
October 24, 2023
With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.
Q4 2023 Investment Outlook & Portfolio Strategy
October 18, 2023
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.