Success strategies in volatile markets
Strategic asset allocation's role in driving performance
Politics and balance sheets are driving high yield bonds
Equity market technicals
The New NAFTA
In the middle lies opportunity: the case for mid caps
Real Estate and Mortgage Investing
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
Zoom on Provincial Bonds
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.
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
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.
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
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.
2018 Midterm Elections: Divided Congress
Market Update - November 2018
Market Update - October 2018
In September, appetite for risk resurfaced even in the wake of a tumultuous geopolitical backdrop.
Market Update - September 2018
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 - 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
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 – 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…