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

Asia Deserves Some Credit

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Money in the Bank (of Canada)

In April, the Bank of Canada announced that it would launch both a $50-billion Provincial Bond Purchase Program and a $10-billion Corporate Bond Purchase…

Market Update - June 2020

Investor optimism flourished for a second straight month in May and risky assets maintained their resilience on speculation that global growth will recover…

Good Governance. Greater Returns.

Good Governance. Greater Returns.

Why corporate governance is the key to an ESG-friendly portfolio. 


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.

Market Update - April 2020

The month of March was nothing short of unprecedented.

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

Investor anxiety morphed into panic in February.

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?

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.

Fear vs Fundamentals: Redux

Recapping the market’s reaction to fourth quarter earnings season and the Coronavirus outbreak.

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

Just as one source of investor angst faded at the beginning of 2020, another intensified.

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.…