High Grade Corporate Credit Research Commentary
In this commentary, Miriam Legrand, our Vice President of Corporate Credit Research in Fixed Income Investments, discusses the potentially imminent risks presented in the investment grade corporate credit space as a result of possible policy reform, mergers and acquisitions, and changing energy production.
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Investment Themes and Opportunities
Our August 2017 investment letter discusses value, price equilibrium, and opportunities in bank stocks in the United States today. We examine Citigroup in the context of the market and regulatory forces that could drive outperformance in the coming years.
Pension Reform: Did Anything Happen in New Jersey?
In this commentary, Bryan Laing, our Vice President of Credit Research in Fixed Income Investments, discusses the challenges state and local governments face in order to create incremental progress toward a viable solution to pension liabilities.
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The years 1987, 1997, and 2007 have more in common than the integer seven.
Analysis by Jonathan Lewis that finds a common thread between three years.
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Taxable Fixed Income 2nd Quarter 2017 Commentary
This commentary reviews the previous quarter in taxable fixed income and discusses our outlook for the months ahead.
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Frontier Emerging Markets: The Reform Story
Frontier Emerging markets conjure a picture of underdeveloped third world countries where investors are subject to risks that cannot be easily understood. In this paper we will explore these inherent prejudices and biases and try to show that in a diversified portfolio, the risks of Frontier Emerging Market investing may actually be lower than other equity asset classes and the potential returns greater.
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Tax Efficient Fixed Income 2nd Quarter Commentary
This commentary reviews the previous quarter in tax efficient fixed income and discusses our outlook for the months ahead.
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Investment Themes and Opportunities
Donald M. Wilkinson, III, CFA, shares three key themes that make his team optimistic about the outlook for technology.
Opportunities in Preferred Securities: Income Enhancement in a Low Yield Environment
In this commentary, Brian Meaney, our Vice President and Portfolio Manager for Fixed Income Investments, reviews the market for preferreds and discusses their potential to enhance investor portfolios. Commentary Highlights: In today’s environment of low yields and tight credit spreads, preferred securities present an opportunity to supplement income-focused strategies and may enhance after-tax total return. […]
Fiera Capital Sponsoring the 70th CFA Institute Annual Conference in Philadelphia on May 21 – 24
Antoine Bisson-McLernon, Partner and CEO at Fiera Comox Partners, will be giving a presentation on Diversified Global Agriculture as a Core Asset Class. Antoine is a dynamic presenter with extensive experience building global farmland portfolios. He will tackle the challenges and opportunities of this emerging asset class and discuss the role of ESG factors in the investment process. If you are attending the conference, we invite you to join us for his presentation on Tuesday, May 23 from 7:30-8:15am in Room 108.