Market Volatility: Insights from the Trenches
How does the past week’s market volatility read to the investment experts? What is the perspective for hedge funds, emerging markets, growth equity, fixed income, and private lending in the changing market environment? Our investment teams weigh in.
A Sentiment-Driven Market Correction
The Fiera Capital Global CIO Office breaks down yesterday’s volatile markets into What, Why, and What’s Next in this bulletin.
2018 Emerging Markets Outlook
Anindya Chatterjee and team's detailed 2018 Emerging Markets Outlook addresses typical investor concerns and identifies the reasons they believe the rally in emerging markets equities will continue.
Is this the Riyal Deal?
This paper from the Frontier Emerging Markets Team examines the reform process currently occurring in Saudi Arabia and how it aligns with the trajectory of investment opportunity in the country.
Coal War Over?
In this commentary Kelly Puls, a member of the Fixed Income Credit Research team, outlines what effect shifting Federal policies will have on the public power sector.
High Grade Corporate Credit Research Commentary
In this commentary, Miriam Legrand, our Vice President of Corporate Credit Research in Fixed Income Investments, discusses the potentially imminent risks presented in the investment grade corporate credit space as a result of possible policy reform, mergers and acquisitions, and changing energy production.
Investment Themes and Opportunities
Our August 2017 investment letter discusses value, price equilibrium, and opportunities in bank stocks in the United States today. We examine Citigroup in the context of the market and regulatory forces that could drive outperformance in the coming years.
Pension Reform: Did Anything Happen in New Jersey?
In this commentary, Bryan Laing, our Vice President of Credit Research in Fixed Income Investments, discusses the challenges state and local governments face in order to create incremental progress toward a viable solution to pension liabilities.