Market Commentaries | July 17, 2026

Q3 2026 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.

While the tentative de-escalation in the Middle East conflict has helped to avert the worst-case outcome, the outlook remains fragile as elevated inflation and the prospect of tighter central bank policy contribute to a softer global growth backdrop.

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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.