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After a turbulent start to the month, sentiment improved and global equity markets came roaring back in August.

The third quarter ended on a strong note, with a clear easing path for many global central banks paving the way for a soft landing.

The fourth quarter got off to a challenging start, with both stocks and bonds losing ground in October.

In November, the so-called “Trump trade” lingered on following the Republican sweep in the United States – with investors cheering the incoming administration’s business-friendly stance.

Financial markets ended 2024 on an uninspiring note as investors contemplated an environment of resilient growth and persistent inflation in the United States that cast doubts over the scope of policy easing from the Federal Reserve.

In the next part of the Fiera Atlas video series, Andy Gardner, Portfolio Manager, explains the thinking behind team’s stock selection, including how they define and identify exceptional companies.

In the final video in our Atlas series, David Naughtin, Portfolio Manager, describes the team’s research process and how they think about risk.

The energy transition comes with many structural growth and ESG considerations. Read how the Atlas Global Companies Strategy team approaches these factors as part of an overall investment case.

In the penultimate part of our Fiera Atlas video series, Neil Mitchell, Portfolio Manager, explores how the team construct the Atlas portfolio and their approach to diversification and risk.

In releasing our 2022 Sustainable Investing Report, we are excited to reflect on our ESG practices and successes to date and are eager to continue building momentum and furthering Fiera Capital’s sustainable investing journey.