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Agriculture is emerging as an integral asset class for institutional investors seeking diversification, resilience and long-term value creation.

Within real estate, ‘wait and see mode’ has been a preferred term of the last few years. The geopolitical landscape and a lack of market visibility have meant investors have exercised caution - and been even more selective - when it comes to the allocation or reallocation of capital. Risk management is key, balancing pressure to deploy with macro challenges.

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?

Sunil Reddy, Lead Portfolio Manager and Head of Fiera Apex Growth Equities reviews key themes that shaped growth equity markets in Q4 2025 and what the team sees on the horizon.

European real estate debt continues to expand as a compelling asset class, driven by stricter bank regulations limiting traditional lending and a surge in borrower demand amid refinancing waves and ongoing funding gaps.

Institutional capital’s drive to diversify away from traditional investment classes in favour of alternatives has set off a sprint in the living sectors, where domestic and international investors are competing for scale.

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.

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

2023 proved to be another challenging year, but despite market turmoil, our commitment to sustainable investing remains unchanged. Our latest Sustainable Investing report reflects on our progress as a firm, as well as our dedication to driving positive change across the real estate sector.

Seeking diversification and exposure to global growth trends.