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
September 1, 2025
Institutional capital in Asia-Pacific is eyeing the Anglosphere
Writing for PERE, CJ Morrell, Head of Japan explored how institutional investors in Asia-Pacific are under pressure to deliver higher, risk adjusted returns. Many investors are now looking beyond their home markets toward the Anglosphere, with growing appetite for value-add strategies and more liquid structures.
Insights
August 26, 2025
Iberia: A Strategic Debt Opportunity
In its European real estate debt strategy, why has Fiera Real Estate decided to focus on Spain? What variables are being identified in this market? We like the depth of opportunity in Spain, where we can leverage our local presence and experience there to drive deal flow and partner with the best sponsors. Spain is […]
Emerging Markets
August 20, 2025
South Korea’s Structural Reforms May Precipitate a Re-Rating
South Korea’s combination of Value Up reforms, export re-industrialisation and technological leadership is setting the stage for a potential market re-rating, supported by structural tailwinds and attractive valuations.
Emerging Markets
August 20, 2025
15-Year Milestone: Fiera Global Emerging Markets Strategy
As the Fiera Global Emerging Markets Strategy marks its 15-year milestone, Senior Portfolio Manager, Ian Simmons reflects on the evolution of the Strategy and shares how active stock selection, local insight and a catalyst-driven approach continue to uncover compelling opportunities across EM.
Sustainable Investing
August 20, 2025
2024 Sustainability Report
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
Global Asset Allocation 2021 Outlook