Thought Leadership

EM Debt: The Asset Class

NAFTA Negotiations Update

Canadian banks Q3 earnings

Emerging Markets - Weakness, Volatility and Potential

Equity market volatility

Recent BoC Rate Hike

Mid-Year Market Update

The Canadian energy sector is powering up

Upbeat 2018 Forecast for Canadian Preferred Shares

Global Financial Forecast 2018-2025

Italian yields and market reaction

The growth and the potential of alternative investments

Geopolitics and impacts on interest rates

Technicals: VIX, TSX vs. SP500, Correlations

Canadian banks

International Equities

Market Update

Zoom on Provincial Bonds

Dividend Equities: Under Pressure

Canadian Equities Dynamic in 2018

Alternatives investments

Strategic Investing in Fixed Income

Market blip, what can we expect?

Market Volatility

Emerging Markets - Performance Drivers and Outlook

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.

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.

Invest Green… A Closer Look at Infrastructure Debt Investments

Infrastructure debt: How can it help you to invest Green?

Trade War or Political Noise?

Our expectations for the market in this bulletin on trade protectionism by Candice Bangsund, Vice President and Portfolio Manager, Global CIO Office.

African Re-awakening

Sharat Dua, Portfolio Manager for Fiera Capital's European Division, shares his outlook on key African economies.

The Art and Science of Investing in Farmland

This short piece provides context for investors who are considering an allocation to agricultural investments.

One step forward, two steps buyback

For years, the stocks of companies buying back their own shares were the darlings of the market. Times have changed. 

Beta: The secret ingredient to successful Low Vol investing

Strategies focused on low volatility stocks have delivered compelling risk-adjusted returns; however, not all portfolio construction techniques result in…

Lessons from the Surf 

There are no more committed people on the planet than surfers. We fall down a lot. And, like surfing, investing is hard.

Low Volatility Investing: Theory and Empirical Evidence

The last decade has seen a proliferation of low volatility equity strategies, with nearly $10B invested in these strategies in Canada alone as of December…

Specialists in emerging markets

Emerging market equities began to recover in 2016, following 5 poor years.

Quebec Regulation Ushers in a New Era for Liability-Driven Investment (LDI) Pension Solutions

After months of suspense, the final details of the new funding requirements for private-sector pension plans registered in Quebec are now known.

Are We Back to the Good Old Days?

It appears a new trend has hit the country: Changes in pension funding legislation.

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

Market Update - January 2018

As 2017 came to a close, the global macroeconomic backdrop continued to impress, with investors thriving on the lucrative combination of synchronous global…

Global Investment Outlook 2018

Read the 2018 Global Investment Outlook from our Global CIO Office.

Market Update - December 2017

Global equity markets advanced for the 13th consecutive month in November, the longest winning streak in history.

Market Update - November 2017

Financial markets were particularly serene last month, with the risk-on trade lingering on unabated amid persistent signs of global economic resilience and…

Market Update - October 2017

In September, the reflationary trade regained some traction amid ongoing signs of global economic resilience.

Fiera Capital Releases its First Global Financial Forecast 2017-2024

Fiera Capital’s global investment experts have come together to create the firm’s first Global Financial Forecast 2017-2024.

Market Update - September 2017

In August, escalating tensions between the US and the Korean peninsula added to financial market woes, while markets were rattled after Hurricane Harvey…

Market Update - August 2017

Ongoing political brinkmanship in the US was not enough to derail the global equity upswing in July.

Market Update - July 2017

The month of June marked a significant shift in the tone of major central banks after nine years of unprecedented stimulus. 

Market Update - June 2017

Political pressures resurfaced somewhat in May.

Market Update – May 2017

In our May Market Update, Candice Bangsund, Vice President and Portfolio Manager at Fiera Capital, reflects on the French elections’ first round results and…

Market Update – April 2017

The reflationary trade proved resilient in March, even as doubts regarding President Trump’s ability to implement his fiscal agenda arose after the vote to…

Market Update – March 2017

In February, financial market volatility remained extremely subdued and global equities continued their march higher, even despite the clouded political…

Market Update – February 2017

In January, investors gauged the recent wave of healthy economic and corporate earnings results, which was at odds with ongoing unease regarding which of…

Market Update – January 2017

Financial markets ended 2016 on a bright note, especially in light of several economic and political surprises that rattled the markets throughout the year…

Market Update – December 2016

Following the surprise US election results in early-November, a sense of calm has returned to the marketplace amid expectations that president-elect Trump’s…