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Beyond the Benchmark: Emerging and Frontier Quarterly Update
Emerging markets are often viewed through the lens of benchmarks, country allocations, and macroeconomic trends. At Fiera Capital, we believe the opportunity extends well beyond those classifications.
Beyond the Benchmark is a quarterly insights series that explores emerging and frontier markets as a diverse opportunity set of companies benefiting from structural growth, evolving competitive advantages, and improving earnings potential.
In this edition, Portfolio Managers Dominic Bokor-Ingram and Ian Simmons discuss the impact of artificial intelligence across emerging market businesses, portfolio positioning in Korea, recent developments in India and Brazil, and the outlook for earnings growth and valuations.
Through a bottom-up perspective, the discussion highlights how company fundamentals, rather than headlines alone, continue to shape investment opportunities across the emerging and frontier universe.
Watch the latest update and hear the team's outlook for what's ahead.
Nous sommes une société de gestion de placement indépendante de premier plan avec une présence croissante à l’échelle mondiale.
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We are an independent asset management firm with a growing global presence.
