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
Insights
August 7, 2026

Global Asset Allocation Team Market Update – August 2026

Financial market volatility resurfaced in July as investors contemplated an environment dominated by geopolitical headwinds, renewed trade tensions, and fading enthusiasm around the artificial intelligence (AI) trade.
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
Abstract background with dark blue and arrows
Market Commentaries
July 17, 2026

Q3 2026 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.