Featured Insights
Q1 2026 Investment Outlook & Portfolio Strategy
January 15, 2026
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
All Eyes on Emerging Markets
November 26, 2025
With the impressive gains seen across emerging markets indices in 2025, our team is thrilled to share our latest insights in this space to highlight the expertise behind our strategies.
Canadian Real Estate: A Strategic Shield Against Monetary Debasement
October 29, 2025
In the current new regime, Canadian real estate is no longer just a yield play. It is a strategic “shield.” A repricing mechanism. A scarce store of value that responds almost mechanically to debasement, adjusting upward in price to reflect declining value changes in the denominator – money itself.
Explore Insights
Diversification in Agriculture is Critical to Achieving Investor Objectives in the Asset Class
January 18, 2026
Agriculture aims to effectively meet the needs of investors seeking the benefits of diversification and an expansion of the efficient frontier of their portfolio. Even a modest exposure to the asset class can accomplish these objectives.
Q1 2026 Investment Outlook & Portfolio Strategy
January 15, 2026
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
Global Asset Allocation Team Market Update – January 2026
January 8, 2026
Financial markets generated some mixed results in December as fears around lofty valuations saw the AI trade fizzle towards year end – while investors were also contemplating the path for global monetary policy as the synchronized easing cycle winds down.
Global Asset Allocation Team Market Update – December 2025
December 4, 2025
Financial markets were whipsawed in November.
All Eyes on Emerging Markets
November 26, 2025
With the impressive gains seen across emerging markets indices in 2025, our team is thrilled to share our latest insights in this space to highlight the expertise behind our strategies.
Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
November 24, 2025
In our latest webinar, Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies.
Webinar: Geopolitical and Economic Updates
November 6, 2025
Click the link below to watch an interview with Candice Bangsund and Emerson Savage, as they explore the economic outlook and implications for financial markets and investor portfolios.
Global Asset Allocation Team Market Update – November 2025
November 6, 2025
The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.
Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets
November 5, 2025
Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.
15-Year Milestone: Fiera Global Emerging Markets Strategy
November 4, 2025
As the Fiera Global Emerging Markets Strategy marks its 15-year milestone, Senior Portfolio Manager, Ian Simmons reflects on the evolution of the Strategy and shares how active stock selection, local insight and a catalyst-driven approach continue to uncover compelling opportunities across EM.
Canadian Real Estate: A Strategic Shield Against Monetary Debasement
October 29, 2025
In the current new regime, Canadian real estate is no longer just a yield play. It is a strategic “shield.” A repricing mechanism. A scarce store of value that responds almost mechanically to debasement, adjusting upward in price to reflect declining value changes in the denominator – money itself.
Q4 2025 Investment Outlook & Portfolio Strategy
October 19, 2025
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.