Market Commentaries | January 20, 2025

Q1 2025 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.

While central banks have largely been successful in reining in inflation without triggering a significant deterioration in growth, the path forward has diverged between the United States and other global economies.

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Market Commentaries

March 10, 2025

Global Asset Allocation Team Market Update – March 2025

Risk appetite deteriorated and financial markets were mainly in risk-off mode in February, with mounting risks of a trade war injecting some volatility into the marketplace and weighing on investor sentiment.

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Jean-Guy Desjardins

Chair of the Board and Global Chief Executive Officer

Candice Bangsund

Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions

Market Commentaries

February 11, 2025

Global Asset Allocation Team Market Update – February 2025

Financial markets began 2025 on a positive note following the inauguration of President Donald Trump in mid‑January – even despite his looming threats to impose tariffs on Canada, Mexico, and China.