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In July, both stock and bond markets pushed higher

After a turbulent start to the month, sentiment improved and global equity markets came roaring back in August.

The third quarter ended on a strong note, with a clear easing path for many global central banks paving the way for a soft landing.

The fourth quarter got off to a challenging start, with both stocks and bonds losing ground in October.

In November, the so-called “Trump trade” lingered on following the Republican sweep in the United States – with investors cheering the incoming administration’s business-friendly stance.

Financial markets ended 2024 on an uninspiring note as investors contemplated an environment of resilient growth and persistent inflation in the United States that cast doubts over the scope of policy easing from the Federal Reserve.

Candice Bangsund, CFA is Vice President and Portfolio Manager of Global Asset Allocation and Private Markets Solutions at Fiera Capital. She is a member of the Global Asset Allocation Committee, focusing on central banks and fundamental macro analysis, and actively participates in the development and communication of the firm’s asset allocation strategy.

Rob is a Senior Advisor. He brings over 40 years of investment management and tradingexperience to the firm and is now focused on growing the firm and brand internationally, from clients to partners, from new products to new teams. He continues to serve actively in his investment committee roles on multiple Fiera Credit Funds. Rob’s career has predominately been spent as Managing Partner of Clearwater Capital Partners, which he founded together with Amit Gupta in 2001 after the Asia Financial Crisis. Clearwater grew to be one […]