Insights
2024 Sustainability Report
Other Insights
In the Middle Lies Opportunity: The Growth Sweet Spot for 2026
Mid‑cap equities have historically delivered compelling risk‑adjusted returns, combining elements of growth and resilience. This paper explores why mid caps may represent a differentiated allocation opportunity, examining long‑term performance, earnings growth potential, valuation, diversification benefits, and quality fundamentals.
Learn more In the Middle Lies Opportunity: The Growth Sweet Spot for 2026
Global Asset Allocation Team Market Update – February 2026
Financial markets got off to a solid start to 2026, despite an array of developments on the geopolitical and policy fronts.
Learn more Global Asset Allocation Team Market Update – February 2026
Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha
The experience of 2025 marked a decisive shift. Emerging Markets no longer behaved as a single macro trade driven by global liquidity, commodity cycles or single-country dominance. Instead, they became a collection of distinct national and sectoral drivers, shaped by domestic policy, reform momentum, corporate balance-sheet quality and exposure to global capital-spending cycles.
Learn more Emerging Markets Repriced: Dispersion, Reform and the Return of Alpha
Fiera Apex: Growth In Focus
Join Sunil Reddy, Lead Portfolio Manager and Head of Fiera Apex Growth Equities and Michael Carrier, Portfolio Manager, as they review key themes that shaped growth equity markets in Q3 2025 and what they see on the horizon.
Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
A frequent topic in recent meetings has been whether the AI narrative, and the stocks linked to it, are showing signs of a bubble.
Learn more Taiwan, Supply Chain and AI: Powering the Next Phase of Growth
Strategy Commentaries
Please note that strategy commentaries can now be found on their respective strategy pages under Documents.
Equity strategies
Fixed Income strategies