Insights

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

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

Fiera’s Approach to Canadian Equities

Responsible Investing

Q1 Market Review

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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.

Market Update - December 2019

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

Fixed Income Year-in-Review

Five themes you may (or may not) have noticed in 2019’s fixed income markets.

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…

Market Update - November 2019

Risk appetite prevailed once again in November as investors embraced some favourable developments on the trade, political, and global growth fronts

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…

Market Update - October 2019

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

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…

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…

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.

Market Update - September 2019

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

August extremes