Insights

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Q2 2026 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.

Other insights

Simon Steele, Sachin Sharma: Fiera Atlas Global Companies Strategy – Q1 2025 Investment Update
Insights
April 9, 2025

Fiera Atlas Global Companies Strategy – Q1 2025 Investment Update

In the debut edition of our Atlas Quarterly Update series, Sachin Sharma, Capability Specialist and Simon Steele, Lead Portfolio Manager of the Fiera Atlas Global Companies Strategy share valuable insights from the last quarter.
Simon Steele
Senior Vice President and Senior Portfolio Manager, Head of Fiera Atlas Global Companies Team
Sachin Sharma
Client Portfolio Manager
David Renshaw: European Real Estate Debt Q&A Video
Videos, Webinars and Podcasts
April 8, 2025

European Real Estate Debt Q&A Video

European real estate debt continues to gain prominence among institutional investors, offering the potential for attractive risk-adjusted returns and downside protection through senior secured positions in the capital stack.
David Renshaw
Managing Director, FRE Debt Strategies (Europe)
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Videos, Webinars and Podcasts
April 8, 2025

Webinar: Trade, Tariffs & Trump 2.0: Implications for Emerging Markets

Our award-winning emerging markets team analyse the latest developments shaping global trade and their impact on emerging economies.
Dominic Bokor-Ingram
Senior Portfolio Manager, Emerging and Frontier Markets
Mathieu Bortot
Portfolio Manager, Emerging and Frontier Markets
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Insights
April 8, 2025

EFW: A Wasted Opportunity?

When the waste we create leaves our homes, where does it go?
Jason Cogley
Managing Director, Infrastructure
Image of building for Insight: The European Real Estate Debt Landscape
Insights
April 3, 2025

Webinar: Growth, Appeal and Opportunity – The European Real Estate Debt Landscape

European real estate debt continues to expand as a compelling asset class, driven by stricter bank regulations limiting traditional lending and a surge in borrower demand amid refinancing waves and ongoing funding gaps.
David Renshaw
Managing Director, FRE Debt Strategies (Europe)
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Fiera Capital Global Asset Allocation 2021 Outlook by Candice Bangsund Insight image
Market Commentaries
December 18, 2020

Global Asset Allocation 2021 Outlook

The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions