Small Cap Growth Strategy 1Q18 Commentary
This commentary reviews the previous quarter and discusses our outlook and investment approach for the Small Cap Growth strategy in the coming months.
International ADR Strategy 1Q18 Commentary
This commentary reviews the previous quarter and discusses our outlook and investment approach for the International ADR strategy in the coming months.
Tax Efficient Fixed Income 1st Quarter Market Commentary
This commentary reviews the previous quarter and discusses our outlook for the months ahead.
Read the article Tax Efficient Fixed Income 1st Quarter Market Commentary
The Tariff Saga
In this piece Candice Bangsund of the Global CIO office reviews recent developments in the trade tensions between the United States and China.
Spotlight on Women: A Conversation with Lacey Greenwalt, CFA
Spotlight on Women: A conversation with Lacey Greenwalt, CFA, Assistant Vice President and Portfolio Manager, Fixed Income Investment on her role at Fiera Capital and her outlook on ESG integration, inflation and challenges and opportunities in the current market environment.
Read the article Spotlight on Women: A Conversation with Lacey Greenwalt, CFA
Trade Protectionism
In this short bulletin, we provide some key points to understand about the US tariffs and China’s relatively tempered response and examine the possible near term and long term ramifications.
Fed Shocks Markets - a Ten-Year Retrospective
In this piece Joseph Abraham, Senior Vice President and Portfolio Manager, provides a retrospective of the Fed’s historic 75 bp rate cut in 2008 and its market impact in the context of the financial crisis.
Read the article Fed Shocks Markets - a Ten-Year Retrospective
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.
Read the article Market Volatility: Insights from the Trenches
Why Hedge Funds Now
This commentary from our CIO, Jonathan Lewis, highlights the reasons we believe investors should be reconsidering their asset allocation and examines how hedge funds have performed in down markets, during tightening and easing Fed cycles, and during financial crises.
Africa Re-awakening
Sharat Dua, CFA gives his outlook for key African economies in this piece entitled Africa Re-awakening. Commentary Highlights: The last two years have been turbulent for South Africa, but recent elections signal that a change may be near. We are optimistic that 2018 will see a strengthening of the Egyptian Pound and high stock market […]