Thought Leadership

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

Long/Short Investing in the Canadian Market

Alternative Investments In Your Portfolio

Small Cap Stocks: Opportunities on the Horizon

Stable income in an uncertain environment

2019 rates and central bank actions

The Potential of Asian Credit

Global Investment Outlook 2019

2018 market review

Equity market trading in 2018

Global Equities - Performance and Tech Stories

A primer on the municipal bond market

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.  

Boots on the Ground: Chinese Internet is Priming for a Cultural Export

In our most recent installment of the Boots on the Ground series, the Emerging Markets Select team digs into the diversity & scale of the Chinese internet…

ESG Case Study - Canadian Equity

Learn more about our philosophy of ESG integration in this case study on Canadian equity.

Alternative Facts: How Alternative Asset Classes Are Improving Portfolios

Find out why non-traditional assets have increased in importance.

ESG Case Study – Fiera Infrastructure

Learn more about our philosophy of ESG integration in this case study on infrastructure investing.

2019 Asia Market Outlook

What should investors expect from Asian markets in 2019? Our investment professionals have digested recent market volatility and evaluated the fundamentals to…

ESG – What it is and why it matters?

The Fiera Real Estate team discusses ESG integration in real estate.

Is the Correction Over?

Julian Mayo, Chief Investment Strategist, Fiera Capital Europe, reflects on the current emerging markets landscape.

Global Investment Outlook 2019

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

Study on the Role of Municipal Bonds in a Canadian Institutional Bond Portfolio

Download our study on the role of municipal bonds in a Canadian institutional bond portfolio.

Risk Factor Investing: Insights for Portfolio Construction

Optimal portfolio management begins with strategic asset allocation.

Brick and Mortgage: The How and Why of Investing in Commercial Mortgage Debt

Commercial mortgages as an investment can offer higher yields, lower volatility and lower duration than traditional fixed income.

Global Financial Forecast 2018-2025

Are inflation fears and rising rates paving the way for a recession?

Emerging Markets and the Return of Volatility

The resurgence in volatility over the course of the last few months has created an opportunity to acquire Emerging Market companies with a sustainable…

In the Middle Lies Opportunity: The Case for Mid Caps

Despite their attractive risk and return characteristics, U.S. mid cap stocks are frequently overlooked by equity investors.

The appeal of mid-market infrastructure investing

What are the benefits of mid-market infrastructure investing? More in this new piece by Fiera Infrastructure.

The Eighth Wonder of the World

The Canadian Equity Team explains the importance of capital preservation.

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…

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.

Market Update - February 2018