Insights
15-Year Milestone: Fiera Global Emerging Markets Strategy
Other Insights
The Emerging Market Opportunity: Why Conditions Are Aligning for Investors
Senior Portfolio Manager Ian Simmons joined Portfolio Adviser to discuss why the outlook for emerging markets is improving after a challenging decade, from a turning US dollar and attractive valuations to country-specific reforms and renewed growth momentum.
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Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets
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.
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South Korea’s Structural Reforms May Precipitate a Re-Rating
South Korea’s combination of Value Up reforms, export re-industrialisation and technological leadership is setting the stage for a potential market re-rating, supported by structural tailwinds and attractive valuations.
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Investing in Emerging Markets: Past, Present & Future
Ian Simmons, Senior Portfolio Manager, joined FocusIR to discuss how structural shifts, improved governance and bottom-up stock selection are redefining opportunities across emerging markets.
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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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Introducing the new Fiera Atlas Global Companies Strategy
In this video Simon Steele, Portfolio Manager, is asked 4 questions about the Fiera Atlas Global Companies Strategy and explains what makes the Team’s process and philosophy different.
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