Canadian Equity Ethical Fossil Fuel Free Strategy
Volatility Overview
COVID-19 in the U.S. – Historical Point of View
Update - Bond Markets
An Eventful First Quarter - Global Equities
COVID 19 – From the Bond Desk
COVID 19 - Update from our Global CIO
COVID-19 - Market Update
Carbon Footprint in your Portfolio
COVID-19 - Reflationary Train Delayed, Not Derailed
Emerging Market Bonds
Outlook 2020-2027
Recap 2019, Outlook 2020
The Canadian Small and Micro Cap Universe
Impact Investing
Central Banks Update
Diversifying Your Fixed Income
Factor Investing
Central Bank September Roundup
Quantitative Investing
August, a Month of Extremes
Negative Rates in Europe
Portfolio Optimization Using Risk Factor Investing
Trading and Market Structure
Responsible Investment Solutions
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Bond to Basics
Why fixed income has been and continues to be important in investor portfolios.
Out of Darkness Comes Light
When investors are blinded by darkness, we prefer to build a position as the crisis evolves, and wait for the market to see the light.
Market Update - May 2020
In April, sentiment was reinvigorated and risky assets got some much-needed reprieve after the worst meltdown since the global financial crisis.
Spread Widening: Opportunity or Threat?
No matter how big the threat is, there will always be opportunities to be seized.
Rethinking Risk Management
The Ups and Downs of Three Popular Defensive Strategies in Equity Portfolios.
Challenged Liquidity: Bond Pricing in Stressed Markets
Evaluating the trade-off between immediate liquidity and long-term success.
Recession Risk Rising
The crisis in confidence stemming from COVID-19 has become increasingly self-fulfilling, which has brought into question our outlook for global growth.
Update from the Global CIO
The thought of an invisible enemy that spreads easily and carries a non-trivial mortality rate sends shivers down most people’s spine.
Private Alternatives Strategies Responding to Market Irregularities
Private Alternatives Strategies Responding to Market Irregularities
Current Situation
COVID-19 is now present in over 100 countries and has officially been declared
a pandemic by the World Health Organization.
Market Update - March 2020
FROM THE GLOBAL CIO OFFICE - By Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation
The COVID-19 spread
Central bankers and finance ministers from G7 countries have formally agreed to use “all appropriate policy tools” to tackle the economic impact of the spread…
Private Equity Sees the Light
When was the last time you worried about not having enough light?
Fear vs Fundamentals: Redux
Recapping the market’s reaction to fourth quarter earnings season and the Coronavirus outbreak.
The Debt Canary
Coal miners used to carry canaries down into the jobsite – the birds were used as indicators that deadly gases were in the atmosphere.
Global Financial Forecast 2020-2027
Read our latest report to learn more on what to expect from the financial markets in the next 7 years.
Impact Investing: A Third Factor to the Risk/Return Mindset
How Fiera Capital builds values-driven investment strategies.
Super Bond LIV
It’s important to have a strong defensive aspect in any game. Just ask the San Francisco 49ers, whose defense ranked second in the league this year. It’s also…
Market Update - February 2020
FROM THE GLOBAL CIO OFFICE - By Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation
Go Long with Provis
In a normal yield environment, long-term bonds come with a higher yield than shorter bonds, allowing owners to roll down the yield curve. That is, assuming the…
The Tail Wagging the Panda
Since the beginning of the trade war between the United States and China, we’ve seen a rising correlation between U.S. Treasury yields and the Chinese Yuan.…
Market Update - January 2020
FROM THE GLOBAL CIO OFFICE - By Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation
MuniciPolitics
It might be surprising to some bond investors that Quebec municipalities cannot run deficits, and generally issue debt under only two scenarios:
To refinance…
Global Investment Outlook 2020
2020 Outlook: Receding Risks Revitalize the Global Economy. From the Global CIO Office by Candice Bangsund.