Market Commentaries | October 20, 2025

Q4 2025 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.

Downside risks to economic growth are looming large as uncertainty stemming from President Trump’s trade policies upend global activity – though tariff-induced inflation limits the ability of central banks to come to the rescue in a meaningful way.

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Market Commentaries

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.

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