Insights

Agriculture’s resilient 2020 paves way for solid 2021

Agriculture
Apr 21, 2021

The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.

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Matthew Corbett
Partner, Agriculture

Life vs Livelihood: Hobson’s Choice for Emerging Markets

Asian Markets
Apr 30, 2020

In the wake of COVID-19, which of the worlds’s economies will be first to return to normalcy? Anindya Chatterjee, Senior Vice President and Lead Portfolio Manager, provides a perspective.

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The Appeal of Mid-Market Infrastructure Investing

Infrastructure
Jan 27, 2020
Alina Osorio
President, Fiera Infrastructure
Ciaran Henry
Senior Vice President, Head of Distribution Europe & Asia
Insights Anindya Chaterjee

US-China Trade War Insights from Anindya Chatterjee

Asian Markets
Jun 19, 2019
8:42

In the midst of the rapidly developing news on the tariff war, portfolio manager Anindya Chatterjee sat down late last week to discuss the outlook for emerging markets and the ramifications of recent volatility for investors. Yesterday’s tweet by Trump that he and Xi would meet at the G-20 Summit next week highlights the continually […]

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2019 Asia Market Outlook

Asian Markets
Jan 1, 2019

At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.

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Robert Petty
Co-Founder Clearwater Funds / Co-CEO and Co-CIO Fiera Capital (Asia)