Global Asset Allocation Team Market Update - September 2026

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 Investor sentiment was surprisingly resilient. In August even despite warnings from the bond market, signs of weakness from the American consumer, growing wariness about the artificial intelligence (AI) trade, and an erratic geopolitical and trade landscape. Still, a strong earnings season helped risk assets deliver solid gains last month.