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
June 10, 2024
Real Estate Debt Roundtable with CAMRADATA
David Renshaw, Managing Director and Co-Head of European Debt Strategies recently took part in CAMRADATA’s Real Estate Debt Roundtable. David discussed the longstanding dilemma of where real estate debt sits within asset owners’ strategic asset allocation. He also highlighted how falling values and rising base rates in 2023 are prompting investors to turn their attention to real estate debt.
Market Commentaries
June 7, 2024
Global Asset Allocation Team Market Update – June 2024
Investor hopes for a so-called soft landing catalyzed a profound rally across both stock and bond markets in May.
Insights
May 15, 2024
Fiera’s Charles Allen on why now is a good time to buy – despite uncertain outlook
In his latest interview, Charles Allen, Head of European Real Estate speaks to Guy Montague-Jones at REACT about Fiera’s fundraising focus, our European expansion and why now is a good time to buy despite market uncertainties.
Private Markets
May 14, 2024
Pension Funds Are ‘Buying British’ Through Their Exposure to Alternatives
In his latest article for IPE Real Assets, Charles Allen, Head of European Real Estate, sheds light on the alternative asset classes that are capturing pension funds attention. With a supply-demand dislocation as the driving force behind UK investment opportunities, Charles writes that “Buying British” is the logical next move for real estate investors.
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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 – July 2024