Insights

At a recent roundtable for UK intermediaries and institutional investors, Fiera Capital’s OAKS investment team made the case for emerging markets in 2025. Senior Portfolio Managers Ian Simmons and Dominic Bokor-Ingram explained how their absolute return focus and disciplined stock selection allow them to uncover opportunities that others may overlook.

Learn more Passive Pain, Active Gain Write-Up

Global growth is losing momentum. The World Bank now expects real GDP to slow to 2.3% in 2025, half a point below earlier forecasts at the start of the year.

Learn more Investing Beyond the Cycle: Equity Opportunities in a Slower Growth World

Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.

Learn more Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets

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%.

Learn more Vietnam Maintains Growth Momentum as US Tariff Risks Ease