Global Asset Allocation Team Market Update – September 2026

September 4, 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 was surprisingly resilient. In August even despite warnings from the bond market, signs of weakness from the American consumer, growing wariness about the artificial intelligence (AI) trade, and an erratic geopolitical and trade landscape. Still, a strong earnings season helped risk assets deliver solid gains last month.

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Global Asset Allocation Team Market Update – September 2026

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