Headlines

October 13, 2017

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.

Our interview with Dr. Aaker

October 13, 2017

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.

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October 12, 2017

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.

Read the commentary

October 09, 2017

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.

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September 30, 2017

Our Insights

See recent market commentary provided by our investment team to the media.

Thought leadership

August 24, 2017

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...

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August 09, 2017

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.

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July 13, 2017

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...

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June 21, 2017

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.

Press release

April 24, 2017

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.

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