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Eastern European Equities: Close to a Re-Risking Catalyst

Insights
January 14, 2025

The onset of the conflict in Ukraine in March 2022 heightened uncertainties about the economic and financial prospects of Eastern Europe.

Learn more Eastern European Equities: Close to a Re-Risking Catalyst

Mathieu Bortot
Portfolio Manager
Insight image for Magnificent 7

Unpacking the Puzzle of the ‘Magnificent 7’

Insights
May 9, 2024

Why investing in monikers like the ‘Magnificent 7’ for AI exposure will only end in tears

Learn more Unpacking the Puzzle of the ‘Magnificent 7’

Simon Steele
Senior Vice President and Senior Portfolio Manager, Head of Fiera Atlas Global Companies Team
Harald Karlsson
Investment Analyst Fiera Atlas Global Companies Team
Image of Mathieu Bortot for Follow the Money Insight

Follow the Money: A Strategic Call to the Heart of The Gulf

Insights
May 8, 2024

In a world where geopolitical tensions often dictate the ebb and flow of international markets, the Gulf Cooperation Council (GCC) nations stand apart, against common misconception.

Learn more Follow the Money: A Strategic Call to the Heart of The Gulf

Mathieu Bortot
Portfolio Manager
Mathieu Bortot for Greece Whitepaper

Greece: A transformative region for investors?

Insights
April 29, 2024

Under the stewardship of Prime Minister Mitsotakis, Greece is experiencing an economic revival and consistent outperformance beyond market GDP growth forecasts that have created a transformative environment for investors.

Learn more Greece: A transformative region for investors?

Mathieu Bortot
Portfolio Manager
Image of Auckland, New Zealand, Panorama view, Beautiful landcape of the building in Auckland city before sunset

New Zealand: The Safe Haven Story

Insights
January 24, 2024

This multi-series report aims to provide a general understanding of New Zealand and explore its differentiating features as an investment safe haven.

Learn more New Zealand: The Safe Haven Story

Joshua Bartlow
Managing Director and Portfolio Manager
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