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.

Read more about Q1 2026 Investment Outlook & Portfolio Strategy

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Jean-Guy Desjardins
Jean-Guy Desjardins
Founder of Fiera Capital and Executive Chair of the Board
Candice Bangsund
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions
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