Insights
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
Insights
October 24, 2024
Unlocking Potential: How Timberland Investments Can Strengthen Portfolios
Room 151 sits down with Jeff Zweig, Partner, Vice Chair, Head of Natural Capital (Agriculture and Timberland), to discuss Fiera Comox’s Global Timberland Strategy and the increasing demand for natural capital assets, as investors look to diversify portfolios and capitalise on sustainable, long-term growth opportunities.
Emerging Markets
October 23, 2024
Global Emerging Markets Masterclass
Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, recently participated in Asset TV's Global Emerging Markets Masterclass. Joined by experts from Fiera Capital, Skerryvore Asset Management, and Lazard Asset Management, the panel delved into key issues shaping emerging markets today. The discussion covered catalysts driving GEM outperformance, inefficiencies within major emerging market indices, and the evolving risks and opportunities in China and India.
Insights
October 23, 2024
Global Emerging Markets Masterclass
Dominic Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets, recently participated in Asset TV's Global Emerging Markets Masterclass. Joined by experts from Fiera Capital, Skerryvore Asset Management, and Lazard Asset Management, the panel delved into key issues shaping emerging markets today. The discussion covered catalysts driving GEM outperformance, inefficiencies within major emerging market indices, and the evolving risks and opportunities in China and India.
Insights
October 21, 2024
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
A whole loan real estate credit strategy provides investors with a compelling and sustainable long-term investment thesis. Supported by an existing €2.0 trillion market, real estate credit looks particularly attractive at this stage of the market cycle.
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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.
Global Asset Allocation Team Market Update – November 2024