Market Commentaries   |   January 17, 2024

Q1 2024 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

The global economy defied expectations for a more meaningful slowdown in 2023, while inflation plunged lower. In turn, investors are bracing for an unwinding of restrictive monetary policies in 2024. 

Related Insights

Market Update by Candice Bangsund
Market Commentaries
July 8, 2025

Global Asset Allocation Team Market Update – July 2025

The second quarter ended on a bright note on the back of easing tensions on both the trade and the geopolitical fronts.
Photo Jean-Guy Desjardins
Founder of Fiera Capital and Executive Chair of the Board
Photo Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions
Market Update by Candice Bangsund
Market Commentaries
June 6, 2025

Global Asset Allocation Team Market Update – June 2025

In May, trade headlines once again dominated financial markets – albeit in a relatively positive light as signs of simmering tensions were met with a revival in risk appetite.
Photo Jean-Guy Desjardins
Founder of Fiera Capital and Executive Chair of the Board
Photo Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions