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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November 7, 2025
Global Asset Allocation Team Market Update – November 2025
The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.
Q4 2025 Investment Outlook & Portfolio Strategy