Investor Letters
Fiera Capital
- Investment Outlook and Portfolio Strategy Q3 2026 Fiera Capital maintains defensive equity and bond positioning as elevated inflation, trade uncertainty and a fragile U.S.-Iran peace accord limit the scope for central-bank easing. It favours cash, private credit, real assets and private equity to strengthen portfolio resilience amid higher rates and stretched public-market valuations. Q3 2026 —
One letter so far. We collect each new one as Fiera Capital publishes it.