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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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.
Q4 2026 Investment Outlook & Portfolio Strategy