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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

Asia Deserves Some Credit

Fed’s impact on financial markets

Infrastructure investments

Canadian Small Caps

High Yield Bonds YTD

Risk Management Techniques

Three stocks to watch for long-term investors

Trade War Impacts

Responsible Investing

Q1 market review

Why inflation expectations matter

Managing market risk in investment portfolios

The Fed Balance Sheet 101

Inside Look: Private Equity

When doves cry

Bank of Canada Governor Stephen Poloz has been notably hawkish this year, refusing to lower rates despite that being the trend among major central bank. That…

I, trading bot.

It’s no secret that the vast majority of equity trading takes place electronically these days, and some investors might assume that it’s the same case in the…

Albertan debt: the good, the bad and the opportunity

The Good: In 2004, Alberta was a debt-free province, but in the ensuing years, governments saw an opportunity to get elected by promising to spend more and…

Rumours, facts, and fads

Since mid-August, Canadian bond market participants have dramatically reduced their expectations for interest rate cuts, and along with that, we’ve witnessed a…

Corporations’ dead pledge

The great deleveraging that was supposed to sweep over corporate America is dead. Normally, we’d expect corporations to reduce leverage at the tail end of…

The divine tailwinds

Last Monday, the Bank of Japan (BoJ) announced that it would cut its bond buying program, an initiative which has been the hallmark of BoJ policy since…

Quebec’s budget success story

The Quebec government has the largest provincial debt load in Canada. In 2013, it reached a peak of 54% of the province’s GDP, compared to 45% in Ontario and…

The repo market gets a tune-Up

For the past two days, a usually under-the-radar part of the financial system has dominated headlines. The funding rate on collateral repurchase agreements –…

Powell's got a friend...

Last week, the Bank of Canada announced – unsurprisingly – that it was keeping its policy rate unchanged.

August extremes

To BBB or not to BBB

Looking at BBB-rated corporate bonds in Canada, one might think they could be closely tied with the direction of rates.  Traditionally, lower rates precede an…

Take me out to the Bund game

Last week, we had a first in bond history; the Germany Finance Agency swung for the fences, auctioning off €2 billion of a 30-year Bund with a zero coupon and…

Bonds, gold, and cake

Recently, we’ve noticed an odd pattern in the bond market wherein bond prices rise sharply on bad days for risk assets (equities), but on equally good days…

Ontario debt woes

In its 2019-20 budget released on April 11th, the Province of Ontario announced an expected budget deficit of $10.3 billion and a change to certain transfers…

Fear Versus Fundamentals

Our Global CIO team has attempted to look past the noise and volatility of recent days to construct a fundamental-based outlook for the market. You can read…

Diverging central banks

In early June, Canadian benchmark rates hit new lows for the year, as the possibility of new tariffs on Mexican goods scared investors…

1998 vs 2019

If the Fed eases, as expected at its July 31 meeting, what will the market response be?  Can history offer any insight?

Asia Deserves Some Credit

Which $50 trillion asset class is often-overlooked by Western investors?

Growth and Income Investing in Emerging Markets – The Trend Continues

Emerging market companies find the middle ground between reinvesting organic growth cash flows and sustaining dividend growth.

Getting on Base: Moneyballing your Portfolio Using Risk Factor Investing

 What baseball can teach us about a portfolio’s risk and return.

Middle East - The Reform and Index Upgrade Story

Read our update on reform progress and index inclusions in the Middle East.

An Optimized Approach to Core Plus Portfolios

Read our latest white paper on Core Plus portfolios.

What Would Milton Friedman Say About Proxy Voting and ESG?

Proxy voting is under increasing scrutiny by regulators and industry stakeholders. In this commentary, we examine the issues through the lens of Milton…

ESG Case Study - Emerging Markets Equity

Learn more about our philosophy of ESG integration in this case study on Emerging Markets Equity.

Inside Look: Private Equity

Read our new white paper by Fiera Comox's Private Equity team to learn more on this growing asset class.  

Market Update - November 2019

FROM THE GLOBAL CIO OFFICE - By Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation

Market Update - October 2019

FROM THE GLOBAL CIO OFFICE - By Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation

Central Bank Roundup

September has been an interesting month to say the least:  The U.S. and China traded more blows in their trade war; Boris Johnson’s prorogation of British…

Market Update - September 2019

FROM THE GLOBAL CIO OFFICE - By Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation

Market Update - August 2019

While investors digested generally upbeat corporate earnings results, mixed signals on the health of the global economy, and the resumption of US-China trade…

Market Update - July 2019

In June, financial markets thrived on the string of dovish rhetoric from central banks including the likes of the Federal Reserve, the European Central Bank,…

Market Update - June 2019

The trade dispute between the US and China intensified in May, with heightened levels of investor angst rippling through the financial marketplace.

Market Update - May 2019

Risk appetite lingered-on in April as investors embraced the improved tone in global economic conditions, an impressive string of corporate earnings results,…

Middle East - The Reform and Index Upgrade Story

Read our update on reform progress and index inclusions in the Middle East.

Market Update - April 2019

In March, investor sentiment was dominated by headlines surrounding cooling global growth, ongoing US-China trade negotiations, and cautious undertones from…

Market Update - March 2019

In February, risk appetite prevailed in the environment of dovish rhetoric from major central banks and some tentative signs of a recalibration in global…

Market Update - February 2019

After a dismal end to 2018, risk appetite resurfaced in January - thanks to an increasingly conciliatory tone from global central banks, solid corporate…

Market Update - January 2019

Global financial markets ended 2018 on a sour note and sentiment remained fragile.

Market Update - December 2018

Financial markets gyrated in November as investors contemplated some signs of slowing global growth.

2018 Midterm Elections: Divided Congress

Read our commentary about the results of the 2018 midterm elections.

Market Update - November 2018

Volatility reasserted itself as the environment of rising interest rates and trade tensions between the world’s two largest economies roiled the marketplace.

Market Update - October 2018

In September, appetite for risk resurfaced even in the wake of a tumultuous geopolitical backdrop. 

Market Update - September 2018

Investors had plenty to contemplate in the last few weeks, including contagion risks stemming from the turmoil in Turkey and Argentina and a highly contentious…

Market Update - August 2018

The third quarter got off to a decent start, with risky assets thriving in the environment of robust global growth and healthy corporate earnings.

Market Update - July 2018

In June, investors attempted to reconcile some encouraging signs of global economic strength with heightened trade tensions and some hawkish undertones from…

Market Update - June 2018

Investors remained on edge in May amid political upheaval in Europe and escalating trade tensions, which remained at odds with a constructive global…

Market Update - May 2018

After a tumultuous start to the year, a sense of normalcy returned to the marketplace in April.

Market Update - April 2018

Investors had plenty to contemplate in March, including some worrisome signs of a peak in global growth, further progress towards monetary policy…

Market Update - March 2018

After an exuberant start to the new year and an extended period of market calm, volatility reasserted itself last month.

A Sentiment-Driven Market Correction

The Fiera Capital Global CIO Office breaks down this week’s volatile markets into What, Why and What’s Next.

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