Global Asset Allocation Team Market Update – August 2026

August 7, 2026 | 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

Financial market volatility resurfaced in July as investors contemplated an environment dominated by geopolitical headwinds, renewed trade tensions, and fading enthusiasm around the artificial intelligence (AI) trade. Namely, hostilities between the US and Iran intensified after President Trump declared the tentative ceasefire to be over. Meanwhile, trade tensions resurfaced after President Trump imposed new duties on imports from most major US trading partners. Finally, the global selloff in chipmakers gathered pace, with investors rushing to exit positions whose valuations grew increasingly rich.

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Global Asset Allocation Team Market Update – August 2026

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