Insights

Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.

Learn more Global Asset Allocation Team Market Update – February 2026

The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they became a collection of distinct national and sectoral drivers, shaped by domestic policy, reform momentum, corporate balance-sheet quality and exposure to global capital-spending cycles.

Learn more Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha

Senior Portfolio Manager Dominic Bokor-Ingram joined Tellimer CEO Duncan Wales to discuss the key forces shaping emerging markets and the opportunities they see heading into 2026.

Learn more Emerging Markets equities unpacked: IPO booms, geopolitical risk and frontier opportunities

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

The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.

Learn more Global Asset Allocation Team Market Update – November 2025