Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Global Investment Outlook
Despite the latest escalation in trade tensions and political vulnerabilities in Europe, the narrative of a synchronized global expansion remains firmly intact, while the accommodative monetary and fiscal impulse should allow the expansion to continue uninterrupted in the coming year.
High Growth Opportunities in a Low Growth World
With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.
Fiera Atlas Global Companies Strategy: Research and Risk
In the final video in our Atlas series, David Naughtin, Portfolio Manager, describes the team’s research process and how they think about risk.
Learn more Fiera Atlas Global Companies Strategy: Research and Risk
Global Asset Allocation 2021 Outlook
The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.
Market Update from the Global Asset Allocation Team – August 2021
Sentiment wavered somewhat in July as investors contemplated the global spread of the highly-transmissible delta variant and its implications for the reopening and the recovery.
Learn more Market Update from the Global Asset Allocation Team – August 2021