Insights

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

Fed’s Impact on Financial Markets

Infrastructure Investments

Canadian Small Caps

High Yield Bonds YTD

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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.

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

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

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?

Fear vs Fundamentals: Redux

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

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.

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

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

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.…

Market Update - January 2020

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

Rethinking Risk Management

 The Ups and Downs of Three Popular Defensive Strategies in Equity Portfolios.

MuniciPolitics

It might be surprising to some bond investors that Quebec municipalities cannot run deficits, and generally issue debt under only two scenarios: To refinance…

Global Investment Outlook 2020

2020 Outlook: Receding Risks Revitalize the Global Economy. From the Global CIO Office by Candice Bangsund.

Market Update - December 2019

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

Fixed Income Year-in-Review

Five themes you may (or may not) have noticed in 2019’s fixed income markets.

When Doves Cry

Bank of Canada Governor Stephen Poloz has been notably hawkish this year, refusing to lower rates despite that being the trend among major central bank. That…

Market Update - November 2019

Risk appetite prevailed once again in November as investors embraced some favourable developments on the trade, political, and global growth fronts

I, trading bot.

It’s no secret that the vast majority of equity trading takes place electronically these days, and some investors might assume that it’s the same case in the…

Albertan debt: the good, the bad and the opportunity

The Good: In 2004, Alberta was a debt-free province, but in the ensuing years, governments saw an opportunity to get elected by promising to spend more and…