Insights

Sarah Butcher discusses how the current environment particularly favours private credit lenders and what to look for when assessing different investment strategies in the private credit space.

Learn more Navigating Manager Selection as Private Credit Looks Poised to Perform

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.

Learn more Global Investment Outlook

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.

Learn more High Growth Opportunities in a Low Growth World

Uncertainty has weighed on the UK since the EU referendum in 2016, compounded by a poor response to COVID-19 in 2020, creating conditions where the UK not only had a health crisis but also where GDP contracted by 9.9% – the deepest slump since 1709.

Learn more Market Commentary from the Fiera Real Estate UK Team

While emerging markets are a common term for most investors, frontier markets often move in the shadow of their bigger brother. But how do these categories differ? Stefan Böttcher, Senior Portfolio Manager, explains in this article.

Learn more Frontier Markets – An Alternative to Emerging Markets