Insights

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.

Learn more Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets

Mathieu Bortot, Portfolio Manager, presents Fiera’s European equity strategies and reveals the current key investment opportunities in the Emerging Markets.

Learn more Leading in Emerging Markets by Example

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