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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Insights

April 10, 2026

Global Asset Allocation Team Market Update – April 2026

The first quarter ended on a subdued note. Investor sentiment retreated as the US-Iran conflict fanned the flames of geopolitical turmoil across the globe and sparked wild swings across financial markets.

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