Market Commentaries | July 19, 2024

Q3 2024 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.

The global economy has held firm and is growing at an above-trend pace. Encouragingly, inflation is coming to heel across the globe, which has allowed major central banks to pivot towards an easier monetary policy stance.

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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.

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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

Market Commentaries

September 4, 2026

Global Asset Allocation Team Market Update – September 2026

Investor sentiment was surprisingly resilient in August, even despite warnings from the bond market, signs of weakness from the American consumer, growing wariness about the artificial intelligence (AI) trade, and an erratic geopolitical and trade landscape.