Market Commentaries | January 16, 2026
Q1 2026 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 held surprisingly firm in 2025 even in the wake of erratic and disruptive policies from the US administration. While trade measures announced in April proved less severe than expected, a surge in AI investment and synchronized monetary policy easing provided support.
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October 6, 2026
Global Asset Allocation Team Market Update – October 2026
The third quarter ended on a softer note, with unrelenting concerns about elevated oil prices, sticky inflation, and the subsequent spike in bond yields weighing on financial market valuations and investor sentiment.
Q4 2026 Investment Outlook & Portfolio Strategy