Global Asset Allocation Team Market Update – July 2025

July 8, 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

The second quarter ended on a bright note on the back of easing tensions on both the trade and the geopolitical fronts. Namely, the White House aimed to finalize trade deals with several nations ahead of the July 9th deadline including China and the European Union – while talks with several other countries continue. Moreover, the abrupt ceasefire in Middle East tensions also added to the optimistic mood in the market last month.

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