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
November 19, 2025
Cultivating Resilience: How Agriculture can Strengthen Institutional Portfolios
Agriculture is emerging as an integral asset class for institutional investors seeking diversification, resilience and long-term value creation.
Insights
November 19, 2025
Webinar: The Active Edge – Capturing Mispriced Quality in Global Emerging Markets
In our latest webinar, speakers Jerome Booth, Ian Simmons and CJ Morrell explored where today’s most compelling opportunities are emerging, why selective active exposure can outperform passive allocations and how structural reforms are reshaping markets across Asia, the Middle East and frontier economies. Together, they covered: How emerging markets fits within a broader global allocation […]
Insights
November 13, 2025
Passive Pain, Active Gain Write-Up
At a recent roundtable for UK intermediaries and institutional investors, Fiera Capital’s OAKS investment team made the case for emerging markets in 2025. Senior Portfolio Managers Ian Simmons and Dominic Bokor-Ingram explained how their absolute return focus and disciplined stock selection allow them to uncover opportunities that others may overlook.
Insights
November 3, 2025
Canadian Real Estate: A Strategic Shield Against Monetary Debasement
This white paper tours the long-term macroeconomic roadmap, consisting of a chain of nine powerful forces, each beginning with the letter ‘D’, that cascade like dominoes to reveal a clear and investable pattern in Canada’s core real estate market. In essence, aging demographics emerge from the earliest dominoes as a slow-moving yet irreversible force that […]
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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 2025