Insights
2024 Sustainability Report
Other Insights
Market Update from the Global Asset Allocation team – September 2020
The fastest bear-market recovery in history showed little sign of wavering In August. Investor optimism remained
buoyant on signs of progress in developing a vaccine to quell the pandemic, which helped to instill confidence in a swift
global economic revival.
Learn more Market Update from the Global Asset Allocation team – September 2020
Jackson Hole – The Fed’s new stance on inflation
Interestingly, the Fed is not committing to any particular numerical formula to measure the outcome, (i.e. over what time period the average inflation will be based on), calling this “a flexible form of average inflation targeting.” It has therefore retained some flexibility in conducting policy and has not committed to specific targets that may or […]
Market Update from the Global Asset Allocation team – August 2020
In July, risk appetite was underpinned by further signs of a revival in global growth, the solid start to second quarter earnings season, and the abundance of fiscal and monetary stimulus.
Learn more Market Update from the Global Asset Allocation team – August 2020
Exploring Non-Traditional Income – Part II
In Part II of our series, we discuss important considerations for Infrastructure, Agriculture, and Private Credit’s potential to deliver defensive income and provide information on solutions offered by Fiera Capital’s boutique investment teams.
Strategy Commentaries
Please note that strategy commentaries can now be found on their respective strategy pages under Documents.
Downgrades & Defaults: Where are we this cycle for Corporates and COVID-19?
Covid-19 has wreaked havoc across the global markets. With broad parts of the economy remaining shut, the impact across industries has been widespread. We take a closer look at how this crisis is impacting the leverage profile, ratings trajectory, default rates and recoveries across the corporate market.
Learn more Downgrades & Defaults: Where are we this cycle for Corporates and COVID-19?