COVID-19
Insights from Fiera Capital’s teams worldwide to help investors navigate the impact of COVID-19
Alternatives | May 22, 2020
Commentary
Private Alternatives: Current Markets, Outlook and Opportunities
A summary update on the private alternative investment strategies we offer globally and insights from our infrastructure, agriculture, private equity, real estate diversified lending, Asia credit, and private debt specialists.
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Emerging Markets Select | Apr 22, 2020
Commentary
Life vs Livelihood: Hobson’s Choice for Emerging Markets – Commentary and Webinar
In the wake of COVID-19, which of the world’s economies will be the first to return to normalcy? Anindya Chatterjee discusses how different societal norms in the East and the West may influence each region’s approach and journey towards normalcy.
Asset Mix | Apr 21, 2020
Video Update
Update – Bond Markets
Nicolas Vaugeois, Portfolio Manager, Global Asset Allocation, gives us an update on bond markets across the world and potential recovery scenarios.
Canadian Fixed Income | Apr 16, 2020
Commentary
Spread Widening: Opportunity or Threat?
No matter how big the threat is, there will always be opportunities to be seized.
Global Equity | Apr 13, 2020
Video Update
An Eventful First Quarter – Global Equities
Global Equity Specialist Laura Cohen provides a Global Equity update by reviewing this quarter's performance and transactions and explains how the portfolio is positioned to success in the long term.
Canadian Fixed Income | Apr 8, 2020
Commentary
Challenged Liquidity: Bond Pricing in Stressed Markets
Evaluating the trade-off between immediate liquidity and long-term success.
Tax Efficient Fixed Income | Mar 30, 2020
Commentary
COVID-19: Assessing Impact on Municipal Credit and Sectors
Our Credit Research team has been diligently monitoring the outbreak of COVID-19. This piece discusses the impact to municipal credit quality, the outlook given stimulus and policy responses, and highlight some of the sectors we have been monitoring.
Canadian Fixed Income | Mar 30, 2020
Video Update
COVID 19 – From the Bond Desk
Jean-Guy Mérette, Vice President and Portfolio Manager, Active and Strategic Fixed Income Team, talks about the latest developments related to COVID-19 in the bond market.
Tax Efficient Fixed Income | Mar 25, 2020
Commentary
Municipal Market Volatility and Liquidity Amid COVID-19 (March 25, 2020)
Municipals rallied on Tuesday as Fed measures and stimulus hopes, combined with cross-over buyers showing a willingness to engage at higher gross yields, led to better buying across the curve.
Tax Efficient Fixed Income | Mar 19, 2020
Commentary
Municipal Market Volatility and Liquidity Amid COVID-19 (March 19, 2020)
Given the continued market volatility, we want to make sure we continue providing clients with regular updates on the state of the municipal bond market.
Asset Mix | Mar 19, 2020
Commentary
COVID-19 Update from the Global CIO
The thought of an invisible enemy that spreads easily and carries a non-trivial mortality rate sends shivers down most people’s spine.
Asset Mix | Mar 19, 2020
Commentary
Update from the Global CIO
The thought of an invisible enemy that spreads easily and carries a non-trivial mortality rate sends shivers down most people’s spine.
Taxable Fixed Income | Mar 18, 2020
Commentary
Corporate Credit Update: COVID-19
The global markets have seen a quick reversal of fortune with the combination of the spread of COVID-19 and energy price declines.
Alternatives | Mar 18, 2020
White Paper
Private Alternatives Strategies Responding to Market Irregularities
Our Private Alternatives managers detail how their portfolios are positioned to deal with the current market dynamics and the steps taken to ensure they are well-capitalized to weather this economic storm.
Tax Efficient Fixed Income | Mar 16, 2020
Commentary
Municipal Market Volatility and Liquidity Amid COVID-19 (March 16, 2020)
Given the continued market volatility, we want to make sure we continue providing clients with regular updates on the state of the municipal bond market.
Asset Mix | Mar 13, 2020
Video Update
COVID-19 Video Update by Candice Bangsund
Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation talks about the latest turmoil in financial markets as well as their outlook and strategy looking forward.
Tax Efficient Fixed Income | Mar 12, 2020
Commentary
Municipal Market Volatility and Liquidity Amid COVID-19 (March 12, 2020)
In this commentary, Kenneth Potts, Senior Vice President and Portfolio Manager, and Dexter Torres, Senior Vice President and Portfolio Manager, Head of Trading, discuss our thoughts on the significant illiquidity in the Municipal Bond Market.
Emerging Markets Select | Mar 12, 2020
Video Update
COVID-19: Are Emerging Asian Markets Ahead of the Curve?
Anindya Chatterjee sheds light on the performance divergence in emerging market economies and provides an updated outlook on Asia based on the team's current research in this short video.
Asset Mix | Mar 9, 2020
Commentary
Crisis in Confidence Roils Financial Markets
When it rains, it pours. In an extremely erratic start to the week, financial markets are in full-on risk-off mode.
Asset Mix | Mar 9, 2020
Commentary
Tactical Asset Allocation Committee Monthly Commentary
March's Market Update from the Fiera Capital Global CIO Office, written by Vice President and Portfolio Manager Candice Bangsund.
Tax Efficient Fixed Income | Mar 5, 2020
Commentary
Coronavirus and Municipal Bond Sectors
With an increase of new cases of coronavirus (COVID-19) in the US and community spread more likely throughout the country, there could be a slowdown in economic activity of businesses and individuals.
Asset Mix | Mar 5, 2020
Video Update
Rattled Markets: Candice Bangsund on the Fear of a Global Pandemic
As fears of a global pandemic have rattled financial markets, Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation, shares her views on the situation.
Tax Efficient Fixed Income | Mar 5, 2020
Commentary
An Update on our Treasury Crossover
Growing fear and uncertainty surrounding the spread of the “Novel Coronavirus” has led to market volatility and a subsequent flight to quality in recent weeks. These conditions have greatly benefited the Treasury crossover trade we implemented in our Tax Efficient strategies.
Taxable Fixed Income | Mar 4, 2020
Commentary
What to Make of the Fed’s Emergency Rate Cut
The Federal Reserve reduced its target rate by 50 basis points to a range of 1% to 1.25% on March 3rd. In their statement, the Fed said “The coronavirus poses evolving risks to economic activity.”
US Equity | Mar 3, 2020
Commentary
Fed Cuts Rates – US Dollar and Stocks Fall
The coronavirus and the stock market sell-off forced the Fed to cut rates. While falling rates is one outcome, from an asset allocation perspective it is especially interesting to see the sharp sell-off in the US Dollar that has occurred in recent days.
Tax Efficient Fixed Income | Feb 28, 2020
Commentary
An Update on Treasury Yields
It was only last week, on February 19th, that the SP 500 ended the day at its all-time closing high, up over 5% since January 1st. Throughout the rally, interest rates continued to trend down --perhaps in anticipation of continued central bank accommodation worldwide.
Asset Mix | Feb 27, 2020
Commentary
Coronavirus Rattles Financial Markets
Financial markets have been rattled by the latest headlines around the coronavirus, with investors attempting to gauge the severity of the widening epidemic and the implications for global growth.
Asset Mix | Feb 24, 2020
Commentary
COVID-19 – Reflationary Train Delayed, Not Derailed
Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation details how financial markets have reacted to the spread of the COVID-19 virus, and shares her thoughts on the near and long term macroeconomic impacts.
Asset Mix | Feb 18, 2020
Commentary
Fear vs Fundamentals: Redux
Recapping the market's reaction to fourth quarter earnings and the Coronavirus outbreak.
Asset Mix | Feb 13, 2020
Commentary
Market Update from the Global CIO Office – February 2020
February's Market Update from the Fiera Capital Global CIO Office, written by Vice President and Portfolio Manager Candice Bangsund.
Emerging Markets Select | Feb 4, 2020
Emerging Markets Core Growth | Feb 4, 2020
Commentary
Coronavirus Outbreak: Positioning the portfolio for the economic recovery
In this piece, Dominic Bokor-Ingram, Chief Investment Officer, Fiera Capital Europe, discusses the potential impact of the Coronavirus on emerging markets and how Fiera's long-term investment thesis should be unaffected by uncertainty in the near term.
Emerging Markets Select | Jan 30, 2020
Video Update
The Potential Consequences of the Wuhan Outbreak on Markets
The coronavirus has led to a tragic loss of life and escalating fears. Anindya Chatterjee, Lead Portfolio Manager of the Emerging Markets Select Strategy, discusses the potential impact on economic activity in this short video.