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

Abstract background with dark blue and arrows
Insights
April 15, 2026

Q2 2026 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Market update abstract background
Insights
April 10, 2026

Global Asset Allocation Team Market Update – April 2026

The first quarter ended on a subdued note. Investor sentiment retreated as the US-Iran conflict fanned the flames of geopolitical turmoil across the globe and sparked wild swings across financial 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