Spotlight on Women Series
At our second event in this series, we hosted 50 women from the SF Bay Area financial community to connect over a discussion led by Dr. Jennifer Aaker on the value of time versus money and how to increase time affluence.
Taxable Fixed Income Review and Outlook
This commentary provides insights on the outlook and approach for our high grade strategies for endowments, foundations and other non-taxable entities.
Tax Efficient Fixed Income Market Commentary
Our fixed income investment team reviews the previous quarter and discusses our outlook and investment approach for the coming months.
Building Efficient Hedge Fund Portfolios
We look to hedge fund data for evidence that investors appear to be missing out on the core benefits of hedge fund investing.
See recent market commentary provided by our investment team to the media.
New Corporate Video
Under the theme “Strength Through Diversification” the video highlights the Firm’s accomplishments in 2016 and illustrates how the sheer depth of our offering...
Corporate Credit Research Commentary
A discussion of 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.
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...
Apex Capital Management now operating under Fiera Capital
Apex, now operates under the Fiera Capital name as of today. Apex was acquired by the Firm in 2016 and has been a key component in growing Fiera Capital’s presence in the U.S. institutional and sub-advisory markets.
Investing in Emerging Markets
Julian Mayo, Co-CIO at Charlemagne Capital, discusses the investment themes driving emerging markets today, and why previous underperformance has started to reverse.