Insights
Strengthening Real Assets Portfolios Through Agriculture and Timberland Allocations
Other Insights
Strengthening Real Assets Portfolios Through Agriculture and Timberland Allocations
Most real assets portfolios are built on two pillars: infrastructure and real estate. There’s a third, and it’s often overlooked.
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Building Resilient Portfolios: Long‑Term Value Creation in Essential Infrastructure
Join Bruno Guilmette, Global Head of Infrastructure at Fiera Capital, for a focused discussion on how resilient infrastructure portfolios are built and managed through changing market conditions.
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Building Long-Term Value Through Global Timberland
For LGPS investors seeking long-term value, diversification and resilience, timberland offers a compelling investment opportunity.
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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.
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Strategy Commentaries
Please note that strategy commentaries can now be found on their respective strategy pages under Documents.
Global Asset Allocation Team Market Update – March 2026
Investor sentiment was generally stable in February – despite a plethora of headlines that plagued the marketplace last month.
Learn more Global Asset Allocation Team Market Update – March 2026