Market Commentaries | July 16, 2025
Q3 2025 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.
Downside risks to economic growth are looming large as uncertainty stemming from President Trump’s aggressive and erratic trade policies upend global activity – though tariff-induced inflation limits the ability of central banks to come to the rescue.
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January 9, 2026
Global Asset Allocation Team Market Update – January 2026
Financial markets generated some mixed results in December as fears around lofty valuations saw the AI trade fizzle towards year end – while investors were also contemplating the path for global monetary policy as the synchronized easing cycle winds down.
Q1 2026 Investment Outlook & Portfolio Strategy