Global Asset Allocation Team Market Update – January 2026

January 9, 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 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. While global equity markets extended their winning streak to end 2025 at fresh record highs – bond markets edged lower on the back of lingering inflation risks and the prospect for a transition from monetary policy easing to fiscal policy expansion.

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Global Asset Allocation Team Market Update – January 2026

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