Market Commentaries   |   July 19, 2024

Q3 2024 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.

The global economy has held firm and is growing at an above-trend pace. Encouragingly, inflation is coming to heel across the globe, which has allowed major central banks to pivot towards an easier monetary policy stance. 

Related Insights

Fiera Capital Market Update January 2021 by Candice Bangsund
Market Commentaries
January 13, 2025

Global Asset Allocation Team Market Update – January 2025

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.
Jean-Guy Desjardins
Chairman of the Board and Global Chief Executive Officer
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions
Fiera Capital Market Update January 2021 by Candice Bangsund
Market Commentaries
December 10, 2024

Global Asset Allocation Team Market Update – December 2024

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.
Jean-Guy Desjardins
Chairman of the Board and Global Chief Executive Officer
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions