Global Asset Allocation Team Market Update – June 2026

June 8, 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

Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and lingering hopes for a truce between the United States and Iran buttressing risk appetite. Still, the situation remains fragile. With the Strait of Hormuz effectively closed for a third month, stagflationary risks are looming large.

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Global Asset Allocation Team Market Update – June 2026

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