Insights

Market Update from the Global Asset Allocation Team – May 2021

General
May 7, 2021

The second quarter got off to a roaring start. Investors welcomed the latest wave of robust economic and corporate earnings results, while an accelerating vaccine campaign stoked confidence in the global economic outlook.

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Jean-Guy Desjardins
Chairman of the Board and Chief Executive Officer
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing

Emerging Markets
May 5, 2021

Coming off the back of a notable long period of very low interest rates globally, this report examines the past evolution of this style of investing (emerging market dividend investing), and examines whether there is a renewed opportunity and demand to allocate to emerging markets equity high yielding strategies.

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Ian Simmons
Lead Portfolio Manager, Emerging Markets Equities

Agriculture’s resilient 2020 paves way for solid 2021

Agriculture
Apr 21, 2021

The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.

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Matthew Corbett
Partner, Agriculture

Market Update from the Global Asset Allocation Team – April 2021

General
Apr 8, 2021

The macroeconomic outlook continued to gather momentum heading into the second quarter as the global vaccine campaign accelerated, while plans for large-scale fiscal spending in the US also emboldened calls for a rapid recovery through 2021.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

UK Real Estate – An Investment Opportunity, March 2021

Real Estate
Mar 9, 2021

Alex Price, CEO, Fiera Real Estate UK reviews the opportunity set for UK Real Estate on the anniversary of the first UK COVID-19
lockdown.

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Alex Price
Chief Executive