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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Market Commentaries

July 8, 2026

Global Asset Allocation Team Market Update – July 2026

In June, sentiment was dominated by both geopolitical developments and evolving trends in Artificial Intelligence (AI). Investors welcomed news of an interim peace accord between the US and Iran and the reopening of the Strait of Hormuz.

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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

June 8, 2026

Global Asset Allocation Team Market Update – June 2026

Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and lingering hopes for a truce between the United States and Iran buttressing risk appetite.