Simon Steele, Senior Portfolio Manager & Head of Atlas Global Companies and Sachin Sharma, Client Portfolio Manager, share insights from the last quarter.
In the video, they explore:
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.
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
Global growth is losing momentum. The World Bank now expects real GDP to slow to 2.3% in 2025, half a point below earlier forecasts at the start of the year.
Learn more Investing Beyond the Cycle: Equity Opportunities in a Slower Growth World
Neil Mitchell, Portfolio Manager & Sachin Sharma, Client Portfolio Manager, of the Fiera Atlas Global Companies Strategy share insights from the last quarter.
Learn more Fiera Atlas Global Companies Strategy – Q2 2025 Investment Update
