Market Commentaries | April 17, 2025

Q2 2025 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.

The growing prospect of a trade war is threatening to stagger global growth and push prices markedly higher. However, tariff-induced inflation limits the ability for central banks to come to the rescue.

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Market Commentaries

May 6, 2025

Global Asset Allocation Team Market Update – May 2025

In April, financial markets were whiplashed by a flurry of headlines on the trade front. While “Liberation Day” was met with sweeping tariff announcements, the trade war between the United States and China escalated with tit-for-tat levies.

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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

April 9, 2025

Global Asset Allocation Team Market Update – April 2025

The first quarter ended on a softer note, with President Trump’s disruptive trade proposals and mounting stagflation fears driving investors out of risky assets.