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With more than 30 years of experience navigating US equity markets, Sunil Reddy, Head of Fiera Apex and Lead Portfolio Manager of Fiera Capital’s US Small-Mid Cap Growth strategy, has witnessed multiple market cycles and shifting investment paradigms.

Quality investing is a marathon, not a sprint, and recent events serve as a reminder of that.

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.

Financial markets ended the third quarter on a solid note.

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.

The second quarter ended on a bright note on the back of easing tensions on both the trade and the geopolitical fronts.

In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors.

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.

Limited Recourse Capital Notes are an evolving segment of the Canadian fixed-income landscape.

Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.