Insights
Eastern European Equities: Close to a Re-Risking Catalyst
Other Insights
AI: Is It All Over?
DeepSeek AI, a Chinese startup, has recently made headlines with its latest AI model, DeepSeek-R1.
Single-Family Housing is Leaving its Sandbox
If I had to draw a line separating a ‘before’ and ‘after’ of UK real estate, it would be early in the 2010s. That feels recent for what is often described as the world’s oldest asset class, but back then the investable universe available to institutions was a slither by both scale and sophistication, to what it has now become.
Growing Homes: Creating Additionality through Single-Family Housing
Institutional capital’s drive to diversify away from traditional investment classes in favour of alternatives has set off a sprint in the living sectors, where domestic and international investors are competing for scale.
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Unpacking the Puzzle of the ‘Magnificent 7’
Why investing in monikers like the ‘Magnificent 7’ for AI exposure will only end in tears
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.
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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.
Learn more Introducing the new Fiera Atlas Global Companies Strategy