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 18, 2025
The Open-Ended Question
Demand for fund structures that facilitate dynamically managed allocations to private markets has intensified in recent years. Consequently, investment managers have sought to provide greater optionality, both in respect of portfolio customisation, but also by offering ‘evergreen’ open-ended funds in the semiliquid and illiquid asset space – structures that Fiera Capital has provided for two decades across real estate, natural capital, infrastructure, private equity and private credit asset classes.
Insights
June 18, 2025
US SMID Cap Growth Commentary May 2025
US equity markets rallied meaningfully in May as investors appeared to conclude that peak tariff rates and peak fear may be in the rearview mirror.
Market Commentaries
June 6, 2025
Global Asset Allocation Team Market Update – June 2025
In May, trade headlines once again dominated financial markets – albeit in a relatively positive light as signs of simmering tensions were met with a revival in risk appetite.
Emerging Markets
May 28, 2025
Vietnam: Domestic Reforms Poised to Offset Trade-Driven Uncertainty
Dominic Bokor-Ingram Senior Portfolio Manager for Emerging and Frontier Markets discusses how Vietnam’s ambitious domestic reforms are set to offset global trade uncertainty and support sustained long-term growth.
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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 2025