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.
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Insights
August 7, 2025
Global Asset Allocation Team Market Update – August 2025
In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors.
Insights
July 21, 2025
Vietnam Maintains Growth Momentum as US Tariff Risks Ease
Following President Trump’s announcement on 2nd July, the United States has agreed to reduce tariffs on most Vietnamese exports to a level now estimated to be around 22% to 23%.
Insights
July 17, 2025
Investing in Emerging Markets: Past, Present & Future
Ian Simmons, Senior Portfolio Manager, joined FocusIE to discuss how structural shifts, improved governance and bottom-up stock selection are redefining opportunities across emerging markets.
Insights
July 17, 2025
Fiera SMID Cap Growth Strategy: Second Quarter Commentary
Amid a tech-led rebound and ongoing macroeconomic uncertainty, the Fiera Apex US SMID Growth Strategy remained focused on high-quality, secular growth opportunities, with strong contributions from industrial holdings and a diversified positioning across sectors.
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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.
Q3 2025 Investment Outlook & Portfolio Strategy