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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Investor sentiment was surprisingly resilient in August, even despite warnings from the bond market, signs of weakness from the American consumer, growing wariness about the artificial intelligence (AI) trade, and an erratic geopolitical and trade landscape.
Jean-Guy Desjardins
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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions
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Q3 2026 Investment Outlook & Portfolio Strategy

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