Market insights and commentary from Fiera Capital.

Fiera Comox's Head of Natural Capital, Jeff Zweig, outlines the firm's Global Sustainable Timberland strategy, which targets a diversified portfolio of privately owned, softwood-dominant timberland assets in stable geographies using an own-and-operate model. The strategy is positioned as "core" from a risk perspective and "core plus" from a returns perspective, with active management and sustainability initiatives designed to enhance economic outcomes for long-term investors.

Fiera Capital's Active and Strategic Fixed Income team outlines its Ethical Fossil Fuel-Free Fixed Income strategy, launched as a pooled fund in February 2025, which combines exclusionary screening of fossil fuel and ethically sensitive issuers with active portfolio construction. The strategy also applies carbon-conscious filters and integrates ESG analysis directly into security selection.

Fiera Capital's white paper argues that mid-market infrastructure debt offers institutional investors a differentiated allocation combining resilient income, lower volatility, and reduced correlation to other asset classes, underpinned by contractual or regulated revenues. The paper highlights accelerating infrastructure demand and constrained traditional financing as catalysts, emphasising the role of specialised managers with direct origination capabilities and sector expertise.

Former LGPS Central CEO Mike Weston argues that UK Local Government Pension Scheme funds, sitting on an estimated £147bn surplus, are well-positioned to deploy capital into residential housing amid major pooling reforms. The piece contends that enhanced governance capacity and long-term investment horizons make LGPS funds structurally suited to help address the UK's housing shortage through private markets allocations.