Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
Other Insights
Growth and Income Investing in Emerging Markets – The Trend Continues
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
Learn more Growth and Income Investing in Emerging Markets – The Trend Continues
Good Governance. Greater Returns.
Why corporate governance is the key to an ESG-friendly portfolio.
Fiera Atlas Global Companies Strategy: Portfolio Construction
In the penultimate part of our Fiera Atlas video series, Neil Mitchell, Portfolio Manager, explores how the team construct the Atlas portfolio and their approach to diversification and risk.
Learn more Fiera Atlas Global Companies Strategy: Portfolio Construction
Real Estate Debt Roundtable with CAMRADATA
David Renshaw, Managing Director and Co-Head of European Debt Strategies recently took part in CAMRADATA’s Real Estate Debt Roundtable. David discussed the longstanding dilemma of where real estate debt sits within asset owners’ strategic asset allocation. He also highlighted how falling values and rising base rates in 2023 are prompting investors to turn their attention to real estate debt.