Market Commentaries   |   January 17, 2024

Q1 2024 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

The global economy defied expectations for a more meaningful slowdown in 2023, while inflation plunged lower. In turn, investors are bracing for an unwinding of restrictive monetary policies in 2024. 

Read more about Q1 2024 Investment Outlook & Portfolio Strategy

Related Insights

Market Update by Candice Bangsund
Market Commentaries
May 6, 2025

Global Asset Allocation Team Market Update – May 2025

In April, financial markets were whiplashed by a flurry of headlines on the trade front. While “Liberation Day” was met with sweeping tariff announcements, the trade war between the United States and China escalated with tit-for-tat levies.
Learn more Global Asset Allocation Team Market Update – May 2025
Jean-Guy Desjardins
Jean-Guy Desjardins
Chair of the Board and Global Chief Executive Officer
Candice Bangsund
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions
Investment Outlook - Background
Market Commentaries
April 17, 2025

Q2 2025 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Learn more Q2 2025 Investment Outlook & Portfolio Strategy