Market Commentaries   |   October 18, 2023

Q4 2023 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.

Global growth is expected to stagnate to below-trend levels as the environment of “higher-for-longer” interest rates take their toll on the economy.

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