The years 1987, 1997, and 2007 have more in common than the integer seven.
Please click here to read the analysis by Jonathan Lewis that finds a common thread between three years.
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.
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.
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.
All Eyes on Washington, but Many Critical Issues Move Forward at the State Level
While we wait for additional clarity out of Washington, including the ultimate outcome of the health care bill, states have been taking action and pursing proposals that may have significant downstream credit impacts on local governments.
Hedge Fund Investing: Without a Crystal Ball (or Basketball)
Recently, retail investors have started to pay more attention to “liquid alternatives” investment strategies. This commentary outlines a few of the things investors should keep in mind when considering investing in liquid alternatives.
Taxable Fixed Income 1st Quarter Commentary
This commentary reviews the previous quarter and discusses our outlook and investment approach for the coming months. Commentary Highlights: Bond yields stabilized as central banks reiterated their cautious approach to tightening rates as the political process to enact tax reform and infrastructure programs will be more drawn out than expected. We are hopeful the economic […]
Investing in Emerging Markets
In this white paper and webinar, Julian Mayo, Co-CIO at Charlemagne Capital, discusses the investment themes driving emerging markets today, and why previous underperformance has started to reverse.