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We subscribe to the lower-for-long thesis, however we would be remiss not to acknowledge the fixed income sell-off that began the year.

The second quarter got off to a roaring start. Investors welcomed the latest wave of robust economic and corporate earnings results, while an accelerating vaccine campaign stoked confidence in the global economic outlook.

The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.

The macroeconomic outlook continued to gather momentum heading into the second quarter as the global vaccine campaign accelerated, while plans for large-scale fiscal spending in the US also emboldened calls for a rapid recovery through 2021.

Description: Jean-Guy Mérette, Vice President and Portfolio Manager, Active and Strategic Fixed Income Team, talks about the Canadian yield curve, and shares the team's strategy to navigate this environment.

Michael Ligeti joined Fiera Capital in February 2021. As an Investment Counsellor, he serves the unique needs of Canada’s most prominent individuals, families, endowments, and foundations. Mr. Ligeti began his career in the financial industry with Hampton Securities Limited where he worked for 10 years, most recently as Senior Vice President, Investment Banking. He was […]

Fiera Capital Corporation, a leading independent asset management firm, today announced the acquisition of a new Global Equities capability from AMP Capital.

The reflationary trade gathered some notable momentum in February as investors braced for massive US fiscal spending, which emboldened calls for a sharp revival in growth as global vaccinations accelerated and coronavirus infections receded.

The shape of the yield curve has changed significantly over the past six months.