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

Abstract background with dark blue and arrows
Market Commentaries
October 19, 2026

Q4 2026 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.
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