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.

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Insights
March 12, 2025

Beyond the Benchmark: The Long-Term Edge of Fiera Capital’s US SMID Cap Strategy

With more than 30 years of experience navigating US equity markets, Sunil Reddy, Head of Fiera Apex and Lead Portfolio Manager of Fiera Capital’s US Small-Mid Cap Growth strategy, has witnessed multiple market cycles and shifting investment paradigms.
Sunil Reddy
Head of Fiera Apex, Lead Portfolio Manager
Fiera Capital Market Update January 2021 by Candice Bangsund
Market Commentaries
March 10, 2025

Global Asset Allocation Team Market Update – March 2025

Risk appetite deteriorated and financial markets were mainly in risk-off mode in February, with mounting risks of a trade war injecting some volatility into the marketplace and weighing on investor sentiment.
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Insights
February 28, 2025

AI: Is It All Over?

DeepSeek AI, a Chinese startup, has recently made headlines with its latest AI model, DeepSeek-R1.
Simon Steele
Senior Vice President and Senior Portfolio Manager, Head of Fiera Atlas Global Companies Team
Sachin Sharma
Client Portfolio Manager
Fiera Capital Market Update January 2021 by Candice Bangsund
Market Commentaries
February 11, 2025

Global Asset Allocation Team Market Update – February 2025

Financial markets began 2025 on a positive note following the inauguration of President Donald Trump in mid‑January – even despite his looming threats to impose tariffs on Canada, Mexico, and China.
Jean-Guy Desjardins
Founder of Fiera Capital and Executive Chair of the Board
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions
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Insights
January 30, 2025

Seizing 2025: LGPS Opportunities in European Real Estate Debt

This article discusses the outlook for the European real estate debt market for 2025 and the consequent opportunities for institutional investors.
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