Global Asset Allocation Team Market Update – August 2025

August 7, 2025 | Market Commentary, Public Markets

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

In July, a series of trade agreements between the United States and major trading partners were met with an optimistic response from investors. However, the mood in the market deteriorated in the final days of July and in early August following President Trump’s latest salvo of tariff announcements and after a weaker-than-expected jobs report brought into question the resilience of the US economy.

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