Insights
Pan-European Real Estate Credit: An Immediate, Compelling and Expanding Investment Opportunity
Other Insights
Fiera Atlas Global Companies Strategy: Portfolio Construction
In the penultimate part of our Fiera Atlas video series, Neil Mitchell, Portfolio Manager, explores how the team construct the Atlas portfolio and their approach to diversification and risk.
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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.
Evolving Country Concentration in Emerging Market Indices
Opportunities for Investors
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Dominic Bokor-Ingram on Emerging Markets Opportunities
Where are the major growth opportunities in Emerging Markets currently? Are the current global dislocations providing very large dispersion in the performance of countries and stock markets? Dominic Bokor-Ingram Discusses with Portfolio Adviser.
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The Greek Recovery Story
In this podcast, Dominic Bokor-Ingram and Chris Nicholas discuss how they believe that Greece is investable and an example of how the path from being an emerging country to reaching developed status is not always a one-way trip.