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The Fiera Atlas Global Companies Strategy team is delighted to introduce their philosophy by kicking off their video series, featuring Simon Steele, Portfolio Manager and Head of Fiera Atlas Global Companies Team.

In our latest webinar, Jerome Booth, Ian Simmons, and CJ Morrell examined the evolving landscape of emerging markets and discussed where potential opportunities may arise. The conversation explored why a selective, actively managed approach can help navigate risks and inefficiencies compared to passive allocations, and how structural changes in key regions, including Asia, the Middle East, and select frontier markets, are influencing long-term investment considerations.

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.

Candice Bangsund, CFA is Vice President and Portfolio Manager of Global Asset Allocation and Private Markets Solutions at Fiera Capital. She is a member of the Global Asset Allocation Committee, focusing on central banks and fundamental macro analysis, and actively participates in the development and communication of the firm’s asset allocation strategy.

In the final video in our Atlas series, David Naughtin, Portfolio Manager, describes the team’s research process and how they think about risk.

Opportunities for Investors

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.

Following President Trump’s announcement on 2nd July, the United States has agreed to reduce tariffs on most Vietnamese exports to a level now estimated to be around 22% to 23%.