Insights

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

Financial markets ended the third quarter on a solid note.

Learn more Global Asset Allocation Team Market Update – October 2025

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

In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.

Learn more Global Asset Allocation Team Market Update – September 2025