Insights   |   April 15, 2026

Q2 2026 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 Middle East conflict has fanned the flames of geopolitical turmoil across the globe and raised the prospect of stagflation as the fallout from the spike in oil prices risks stifling growth momentum and stoking price pressures.

Related Insights

Fiera Capital Market Update
Market Commentaries
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.
Jean-Guy Desjardins
Founder of Fiera Capital and Executive Chair of the Board
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions
image of drone over forest
Insights
October 1, 2026

Forestry Gears Up for a Technology Revolution

In the forestry industry, technology is creating new opportunities across the value chain.
Ben Lee
Ben Lee
Senior Principal, Timberland, Fiera Comox